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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
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
Nancy Thai Work History
Nancy has 14 years of experience.
Thirtynorth Investments, LLC
Upperline Financial Planning
Enrolled In Midle School And High School
Nancy Thai has no disclosures.
Please visit their SEC profile for more details.
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