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About this Advisor
Samuel Dias is an investment advisor who works out of Tempe, Arizona. Currently a registered financial advisor with Edward Jones, Dias has 11 years of professional experience in the financial advisory industry. Dias holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Dias is able to work with customers in Arizona. The advisor has gained experience at Department Of Rehabilitation Services, Cpmi Professional Development, Inc, Robert Morris University, State Farm, Edward Jones, Mass Mutual, Everly Inc, Student and Joshua Waite. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 offices in the country. In total, Edward Jones oversees $312 billion in assets across 2,500,304 accounts and retains more than 23,510 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones provides 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
Samuel Dias Work History
Samuel has 11 years of experience.
Cpmi Professional Development, Inc
Robert Morris University
Department Of Rehabilitation Services
Samuel Dias has no disclosures.
Please visit their SEC profile for more details.
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