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About this Advisor
Jason Marsh is an investment advisor whose office is in Tempe, Arizona. Currently an investment advisor at Edward Jones, Marsh has 16 years of practice as an investment advisor. Marsh maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Marsh can work with customers based out of Arizona and Connecticut. Throughout their career, they have worked at Bank Of America, Edward Jones and Arizona State University. Edward Jones is based out of Tempe, Arizona, and has 12,884 additional brick-and-mortar locations in the country. As a company, Edward Jones manages $312 billion in assets across 2,500,304 accounts and retains more than 23,510 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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 16 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
Buffalo Grove, IL
Maryland Heights, MO