Edward Jones

Investment Advisor
in Tempe, AZ

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About this Advisor

Simon Cain is a financial advisor whose office is in Tempe, Arizona. Currently an advisor at Edward Jones, they have accumulated 10 years of experience as an investment advisor. Cain holds Series 63 and Series 66 licenses, qualifying them as a securities agent. Cain can serve investors in Missouri. Over the course of their career, they have held roles at Wells Fargo Bank, Wells Fargo Investments, Usaa Financial Advisors, Inc, Chase Investment Services Corp, Jp Morgan Chase Bank, J.P. Morgan Securities LLC, Usaa Life Insurance Company, Usaa Financial Planning Services and Edward Jones. Edward Jones is based out of Tempe, Arizona, and operates out of 13,586 brick-and-mortar locations throughout the country. As a company, Edward Jones manages $329 billion in assets dispersed across 3,047,151 client accounts and retains more than 23,408 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have more than $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 63, Series 66

Years of Experience

11 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



Office Location

8333 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management


AZ Average: $11,469,110,461
Total Number of Employees


AZ Average: 458
Total Number of Accounts


AZ Average: 33,415
Average Account Size


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

Simon Cain Work History

Simon has 11 years of experience.

2016 - Present (4 years)

Edward Jones

2013 - 2016 (3 years)

Usaa Financial Planning Services

2012 - 2016 (4 years)

Usaa Financial Advisors, Inc

2012 - 2012 (< 1 year)

J.P. Morgan Securities LLC

2012 - 2013 (1 year)

Usaa Life Insurance Company

2011 - 2012 (1 year)

Chase Investment Services Corp

2011 - 2012 (1 year)

Jp Morgan Chase Bank

2010 - 2010 (< 1 year)

Wells Fargo Investments

2009 - 2010 (1 year)

Wells Fargo Bank


Simon Cain 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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