Nancy
Thai

Edward Jones

CRD#6695479
Investment Advisor
in Tempe, AZ

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About this Advisor

Nancy Thai is a financial advisor who works in Tempe, Arizona, with 13 years of financial industry experience. Thai is an advisor for Edward Jones. Over the course of their career, Thai has held roles at Edward Jones, Saveur, Salu, Dat Dog, Abuelo'S, Coldstone, Enrolled In Midle School And High School, Thirtynorth Investments, LLC and Upperline Financial Planning. Thai has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Edward Jones is a registered investment firm headquartered in Tempe, Arizona. The company has offices in 13,586 locations and a total of 23,408 advisors. It manages $329 billion in total assets across its 3,047,151 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 958 charities and foundations. Of its 3,047,151 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets. Edward Jones provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees are based on which services are provided. Fee types billed by Edward Jones likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 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 14 years of experience.

2016 - Present (4 years)

Edward Jones

2016 - 2016 (< 1 year)

Thirtynorth Investments, LLC

2015 - 2016 (1 year)

Saveur

2015 - 2015 (< 1 year)

Upperline Financial Planning

2014 - 2015 (1 year)

Salu

2012 - 2014 (2 years)

Dat Dog

2011 - 2012 (1 year)

Abuelo'S

2011 - 2012 (1 year)

Coldstone

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

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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