Thomas
Verde

Edward Jones

CRD#6036412
Investment Advisor
in Tempe, AZ

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About this Advisor

Thomas Verde is an investment advisor located in Tempe, Arizona. Currently an advisor with Edward Jones, Verde has 10 years of professional experience as a financial advisor. Verde maintains Series 66 and Series 63 licenses, designating them as a securities broker. Verde is able to advise customers based out of Arizona. Over the course of their career, Verde has held roles at The Vanguard Group, Inc, Randstad, Asu - Gammage, Arizona State University and Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 brick-and-mortar locations across the nation. As a company, Edward Jones oversees $312 billion in assets throughout 2,500,304 accounts and employs more than 23,510 people. The firm's total assets under management places it among the biggest firms in the nation. 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 firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 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

8640 S River Parkway
Tempe, AZ 85284

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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

Thomas Verde Work History

Thomas has 10 years of experience.

2016 - Present (3 years)

Edward Jones

2012 - 2016 (4 years)

The Vanguard Group, Inc

2011 - 2011 (< 1 year)

Randstad

2009 - 2011 (2 years)

Asu - Gammage

2008 - 2011 (3 years)

Arizona State University

Disclosures

Thomas Verde has no disclosures.

Please visit their SEC profile for more details.

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Rebecca Lobosco
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Kevin Dwyer
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Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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