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About this Advisor
Nathan Falk is an investment advisor whose office is in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accrued 10 years of professional experience. Falk maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Falk can work with investors based out of Arizona. Falk has spent their career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 other brick-and-mortar locations across the nation. In aggregate, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 accounts and retains more than 23,510 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones offers 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
Nathan Falk Work History
Nathan has 10 years of experience.
Nathan Falk has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO