Jordan
Johnson

Edward Jones

CRD#4516001
Investment Advisor
in Tempe, AZ

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About this Advisor

Jordan Johnson is an investment advisor who lives in Tempe, Arizona. Currently an advisor at Edward Jones, they have accrued 16 years of experience as an investment advisor. Johnson has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Johnson can advise customers in Arizona. Over the course of their career, Johnson has held roles at Edward Jones and Mfs Investment Management. Edward Jones is based out of Tempe, Arizona, and operates out of 12,884 locations in the country. Overall, Edward Jones oversees $312 billion in assets throughout 2,500,304 accounts and employs more than 23,510 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8640 S River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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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

Jordan Johnson Work History

Jordan has 16 years of experience.

2016 - Present (3 years)

Edward Jones

2011 - 2016 (5 years)

Edward Jones

2002 - 2011 (9 years)

Mfs Investment Management

Disclosures

Jordan Johnson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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