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About this Advisor
Samuel Bates is a financial advisor in Saint George, Utah. Currently an advisor with Edward Jones, they have gathered 10 years of experience in the financial advisory industry. Bates holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Bates is registered to work with customers based out of Texas and Utah. During their career, Bates has held roles at Prosper Inc, Edward Jones and Discretionary Traveling. Edward Jones is headquartered in Saint George, Utah, and has 14,439 other offices in the country. As a registered advisory firm, Edward Jones manages $423 billion in assets covering 3,336,586 client accounts and retains more than 25,919 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. 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 advisory firm's clients are high-net-worth individuals, meaning they have over $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
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
Samuel Bates Work History
Samuel has 10 years of experience.
Samuel Bates has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones