Samuel
Dias

Edward Jones

CRD#6074289
Investment Advisor
in Chandler, AZ

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About this Advisor

Samuel Dias is an investment advisor who lives in Chandler, Arizona. Currently a registered financial advisor with Edward Jones, they have accumulated 12 years of professional experience. Dias maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Dias is able to operate in Arizona and Texas. Their career trajectory has included roles at Cpmi Professional Development, Inc, Robert Morris University, State Farm, Department Of Rehabilitation Services, Edward Jones, Mass Mutual, Student, Joshua Waite, Everly Inc and Northwestern Mutual. Edward Jones is headquartered in Chandler, Arizona, and operates out of 13,586 offices in the country. As a firm, Edward Jones manages $329 billion in assets dispersed across 3,047,151 client accounts and employs more than 23,408 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones can offer 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

13 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

Chandler, AZ

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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

Samuel Dias Work History

Samuel has 13 years of experience.

2018 - Present (2 years)

Edward Jones

2016 - 2018 (2 years)

Edward Jones

2015 - 2016 (1 year)

Joshua Waite

2015 - 2015 (< 1 year)

Everly Inc

2015 - 2016 (1 year)

Northwestern Mutual

2014 - 2014 (< 1 year)

Mass Mutual

2012 - 2014 (2 years)

Edward Jones

2011 - 2012 (1 year)

Cpmi Professional Development, Inc

2011 - 2011 (< 1 year)

Robert Morris University

2010 - 2011 (1 year)

Student

2009 - 2010 (1 year)

State Farm

2007 - 2010 (3 years)

Department Of Rehabilitation Services

Disclosures

Samuel Dias 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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