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About this Advisor
Mindi Falkowski is an advisor in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accrued 10 years of professional experience in the financial advisory industry. Falkowski has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Falkowski is registered to operate based out of Arizona. Throughout their career, they have worked at Olde Towne Glendale Wine Bar, Edward Jones, Cooper Castle Law Firm, Self Employed/Arizona Property, La Fitness, Fry'S Food Store, Bank Of America and Trader Joe'S. Edward Jones is located in Tempe, Arizona, and has 12,884 other offices throughout the country. In aggregate, Edward Jones manages $312 billion in assets across 2,500,304 client accounts and retains more than 23,510 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Edward Jones provides 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.
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 10 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.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO