Edward Jones

Investment Advisor
in Tempe, AZ

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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

Series 66

Years of Experience

12 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

Mindi Falkowski Work History

Mindi has 12 years of experience.

2014 - Present (6 years)

Edward Jones

2013 - 2014 (1 year)

Cooper Castle Law Firm

2013 - 2014 (1 year)

Self Employed/Arizona Property

2012 - 2014 (2 years)

Olde Towne Glendale Wine Bar

2012 - 2012 (< 1 year)

La Fitness

2012 - 2012 (< 1 year)

Fry'S Food Store

2011 - 2012 (1 year)

Bank Of America

2008 - 2011 (3 years)

Trader Joe'S


Mindi Falkowski 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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