Neil
Saiz

Edward Jones

CRD#5826918
Investment Advisor
in Sparks, NV

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About this Advisor

Neil Saiz is an advisor whose office is in Sparks, Nevada. Currently a registered financial advisor with Edward Jones, they have accumulated 10 years of work experience. Saiz has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Saiz can work with clients based out of Nevada and Texas. Over the course of their career, they have held roles at Edward Jones and Great Basin Brewing Company. Edward Jones is based out of Sparks, Nevada, and has 14,439 additional brick-and-mortar locations in the United States. In total, Edward Jones oversees $423 billion in assets throughout 3,336,586 accounts and employs more than 25,919 people. The amount of assets the firm manages 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 has the authority to make all investment decisions. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable 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

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

2484 Wingfield Hills Rd Ste 100
Sparks, NV 89436-7205

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NV Average: 458
Total Number of Accounts

3,336,586

NV Average: 33,415
Average Account Size

$126,847

NV 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

Neil Saiz Work History

Neil has 10 years of experience.

2011 - Present (10 years)

Edward Jones

2010 - 2011 (1 year)

Edward Jones

2010 - 2011 (1 year)

Great Basin Brewing Company

Disclosures

Neil Saiz 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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