Mark
Trefzger

About this Advisor

Mark Trefzger is a financial advisor located in Tempe, Arizona. Currently a registered investment advisor at Edward Jones, Trefzger has 12 years of professional experience as a financial advisor. Trefzger has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Trefzger is registered to work with clients in Arizona. Over the course of their career, they have held roles at Edward Jones and Fhlb. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 additional offices throughout the United States. As a company, Edward Jones manages $312 billion in assets throughout 2,500,304 client accounts and retains more than 23,510 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones offers 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.