Tommie
Bonner

Edward Jones

CRD#6589792
Investment Advisor
in Tempe, AZ

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About this Advisor

Tommie Bonner is an investment advisor in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, they have accumulated 10 years of professional experience in the financial advisory industry. Bonner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Bonner is registered to work with clients in Arizona. During their career, the advisor has held roles at Edward Jones, State Farm Insurance and Highland High School. Edward Jones is based out of Tempe, Arizona, and has 12,884 other offices in 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 investment advisory 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 clients are high-net-worth individuals, meaning they have over $1 million in investable assets. 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's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

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

8333 South 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

Tommie Bonner Work History

Tommie has 10 years of experience.

2015 - Present (4 years)

Edward Jones

2013 - 2015 (2 years)

Highland High School

2008 - 2015 (7 years)

State Farm Insurance

Disclosures

Tommie Bonner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
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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