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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
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 13 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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