Mario
Lopez

Edward Jones

CRD#4037919
Investment Advisor
in Dallas, TX
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About this Advisor

Mario Lopez is a certified financial planner whose office is in Dallas, Texas. Currently an investment advisor at Edward Jones, they have accumulated 19 years of practice as a registered investment advisor. Lopez holds Series 63 and Series 66 licenses, which qualify the advisor as a securities representative. Lopez is able to work with investors in Texas. Lopez has spent their career at Edward Jones. Edward Jones is headquartered in Dallas, Texas, and has 12,884 additional brick-and-mortar locations throughout the country. In aggregate, Edward Jones manages $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones provides 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 63, Series 66, Certified Financial Planner

Years of Experience

19 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

8080 Park Ln Suite 745
Dallas, TX 75231

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

TX Average: 458
Total Number of Accounts

3,047,151

TX Average: 33,415
Average Account Size

$107,966

TX 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

Mario Lopez Work History

Mario has 19 years of experience.

1999 - Present (20 years)

Edward Jones

Disclosures

Mario Lopez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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