Nancy
Thai

Edward Jones

CRD#6695479
Investment Advisor
in Tempe, AZ

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About this Advisor

Nancy Thai is a financial advisor in Tempe, Arizona. Currently a registered financial advisor with Edward Jones, Thai has 12 years of professional experience as a financial advisor. Thai maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Thai is able to operate based out of Arizona. The advisor has gained experience at Upperline Financial Planning, Edward Jones, Saveur, Salu, Dat Dog, Coldstone, Abuelo'S, Enrolled In Midle School And High School and Thirtynorth Investments, LLC. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 offices in the nation. In total, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones can provide 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

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

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

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

Nancy Thai Work History

Nancy has 12 years of experience.

2016 - Present (3 years)

Edward Jones

2016 - 2016 (< 1 year)

Thirtynorth Investments, LLC

2015 - 2015 (< 1 year)

Upperline Financial Planning

2015 - 2016 (1 year)

Saveur

2014 - 2015 (1 year)

Salu

2012 - 2014 (2 years)

Dat Dog

2011 - 2012 (1 year)

Coldstone

2011 - 2012 (1 year)

Abuelo'S

2006 - 2012 (6 years)

Enrolled In Midle School And High School

Disclosures

Nancy Thai has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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