Marin
Felz

Edward Jones

CRD#5834686
Investment Advisor
in Missoula, MT

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About this Advisor

Marin Felz is an investment advisor whose office is in Missoula, Montana. Currently an investment advisor with Edward Jones, Felz has 11 years of work experience. Felz has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Felz is able to work with investors based out of Montana and Texas. The advisor has gained experience at Ames Racquet & Fitness Center and Edward Jones. Edward Jones is based out of Missoula, Montana, and operates out of 14,439 other brick-and-mortar locations throughout the country. As a company, Edward Jones oversees $423 billion in assets dispersed across 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have over $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

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

Disclosures

No

Office Location

237 Sw Higgins Ave Suite B
Missoula, MT 59803

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

MT Average: 458
Total Number of Accounts

3,336,586

MT Average: 33,415
Average Account Size

$126,847

MT 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

Marin Felz Work History

Marin has 11 years of experience.

2010 - Present (11 years)

Edward Jones

2009 - 2010 (1 year)

Ames Racquet & Fitness Center

Disclosures

Marin Felz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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