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About this Advisor
Mindi Falkowski is a financial advisor based in Tempe, Arizona, with 11 years of experience as a financial advisor. Falkowski is currently employed by Edward Jones. Over the course of their career, they have held roles at Edward Jones, Cooper Castle Law Firm, Self Employed/Arizona Property, Olde Towne Glendale Wine Bar, La Fitness, Fry'S Food Store, Bank Of America and Trader Joe'S. Falkowski maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona. Edward Jones is an advisory business that has its headquarters in Tempe, Arizona. The firm has offices in 13,586 locations and a total of 23,408 employees. It manages $329 billion in total assets between its 3,047,151 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 958 charities and foundations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets. Edward Jones offers a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which service is offered. Fees charged by Edward Jones can consist of any combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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
Mindi Falkowski Work History
Mindi has 12 years of experience.
Cooper Castle Law Firm
Self Employed/Arizona Property
Olde Towne Glendale Wine Bar
Fry'S Food Store
Bank Of America
Mindi Falkowski has no disclosures.
Please visit their SEC profile for more details.
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