Mark
Trefzger

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.