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
Years of Experience
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Edward Jones Brokerage Details
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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.
Ames Racquet & Fitness Center
Marin Felz has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones