Mark
Trefzger

Edward Jones

CRD#4551492
Investment Advisor
in Tempe, AZ

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About this Advisor

Mark Trefzger is a financial advisor based in Tempe, Arizona. Currently a registered investment advisor at Edward Jones, they have gathered 13 years of work experience as a financial advisor. Trefzger has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Trefzger is registered to work with clients based out of Arizona. Over the course of their career, Trefzger has held roles at Edward Jones and Fhlb. Edward Jones is headquartered in Tempe, Arizona, and has 13,586 brick-and-mortar locations in the nation. As a company, Edward Jones oversees $329 billion in assets dispersed across 3,047,151 client accounts and employs more than 23,408 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $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's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

8620 South 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

Mark Trefzger Work History

Mark has 14 years of experience.

2015 - Present (5 years)

Edward Jones

2006 - 2015 (9 years)

Fhlb

Disclosures

Mark Trefzger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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