Nathan
Falk

Edward Jones

CRD#5596709
Investment Advisor
in Tempe, AZ

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About this Advisor

Nathan Falk is a financial advisor who works in Tempe, Arizona, who has been in the advisory business for 11 years. Falk works at Edward Jones. They have worked at Edward Jones for their total career. Falk holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Edward Jones is an advisory company operating out of Tempe, Arizona. The company has offices in 13,586 locations and a total of 23,408 employees. It oversees $329 billion in assets between its 3,047,151 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 958 charities and foundations. Of its 3,047,151 customer accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the type of services offered. However, fee types charged by Edward Jones can include 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

8333 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

Nathan Falk Work History

Nathan has 12 years of experience.

2008 - Present (12 years)

Edward Jones

Disclosures

Nathan Falk 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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