Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Marsh is a financial advisor who works in Tempe, Arizona, who has 17 years of work experience. Marsh works at Edward Jones. During their career, the advisor has held roles at Edward Jones, Arizona State University and Bank Of America. Marsh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Arizona and Connecticut. Edward Jones is a financial advisory company that has its headquarters in Tempe, Arizona. The investment advisory business has offices in 13,586 locations and a total of 23,408 financial advisors. It administers $329 billion in assets among its 3,047,151 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 958 charities and foundations. Of its 3,047,151 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets. The company has a wide array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Edward Jones can consist of asset-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Edward Jones Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Marsh Work History
Jason has 18 years of experience.
Arizona State University
Bank Of America
Jason Marsh has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Lenoir City, TN
Saint George, UT
Saint Joseph, MO