Edward Jones

Investment Advisor
in Tempe, AZ

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About this Advisor

Mai Luc is a certified financial planner who works in Tempe, Arizona. Currently a registered advisor with Edward Jones, they have accrued 17 years of work experience as a financial advisor. Luc maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Luc is able to serve customers in Arizona. Throughout their career, they have worked at The Vanguard Group, Inc, Starbucks, Brokerage Professionals, Securities Service Network, Independent Planners Group, Ing Financial Partners, Inc, The Leaders Group Inc and Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 offices in the country. In total, Edward Jones manages $312 billion in assets across 2,500,304 client accounts and retains more than 23,510 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. 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

Series 66, Certified Financial Planner

Years of Experience

17 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



Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management


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


AZ Average: 458
Total Number of Accounts


AZ Average: 33,415
Average Account Size


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

Mai Luc Work History

Mai has 17 years of experience.

2016 - Present (3 years)

Edward Jones

2014 - 2015 (1 year)

The Leaders Group Inc

2012 - 2016 (4 years)

Independent Planners Group

2012 - 2013 (1 year)

Ing Financial Partners, Inc

2011 - 2012 (1 year)

The Vanguard Group, Inc

2011 - 2011 (< 1 year)

Securities Service Network

2006 - 2011 (5 years)

Brokerage Professionals

2001 - 2009 (8 years)



Mai Luc has no disclosures.

Please visit their SEC profile for more details.

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Rebecca Lobosco
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Kevin Dwyer
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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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