Diana
Gokool Diaz

Edward Jones

CRD#5352477
Investment Advisor
in Saint Louis, MO

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About this Advisor

Diana Gokool Diaz is an advisor whose office is in Saint Louis, Missouri. Currently a registered financial advisor at Edward Jones, they have accrued 11 years of work experience. Gokool Diaz maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Gokool Diaz is able to act as a financial advisor based out of Arizona. Gokool Diaz has worked their complete career at Edward Jones. Edward Jones is headquartered in Saint Louis, Missouri, and operates out of 13,586 additional offices in the country. As a registered investment advisory firm, Edward Jones manages $329 billion in assets throughout 3,047,151 client accounts and retains more than 23,408 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have greater 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 66

Years of Experience

12 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

12555 Manchester Road
Saint Louis, MO 63131

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

MO Average: 458
Total Number of Accounts

3,047,151

MO Average: 33,415
Average Account Size

$107,966

MO 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

Diana Gokool Diaz Work History

Diana has 12 years of experience.

2008 - Present (12 years)

Edward Jones

Disclosures

Diana Gokool Diaz 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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