Lori
Greer
Edward Jones
Answer a few questions and
get matched with an advisor.
About this Advisor
Lori Greer is a financial advisor whose office is in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accrued 14 years of professional experience. Greer maintains Series 66 and Series 63 licenses, qualifying them as a securities broker. Greer is able to operate based out of Arizona. Greer has spent their career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 brick-and-mortar locations across the United States. As a company, Edward Jones manages $312 billion in assets across 2,500,304 accounts and retains more than 23,510 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones can offer 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
Services Offered
Fee Structure
Disclosures
Office Location
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

$328,988,570,418

23,408

3,047,151

$107,966

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
Lori Greer Work History
Lori has 14 years of experience.
Edward Jones
Disclosures
Lori Greer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Suffolk, VA
Buffalo Grove, IL
Woodstock, IL
Stockton, CA
Arlington, TX
Ballwin, MO
Maryland Heights, MO
Golden, CO
This content was compiled from the SEC and FINRA.
