Samuel
Bates

Edward Jones

CRD#5882915
Investment Advisor
in Saint George, UT

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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

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

969 N 3050 E Ste C-2
Saint George, UT 84790

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

UT Average: 458
Total Number of Accounts

3,336,586

UT Average: 33,415
Average Account Size

$126,847

UT 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

Samuel Bates Work History

Samuel has 10 years of experience.

2011 - Present (9 years)

Edward Jones

2010 - 2010 (< 1 year)

Prosper Inc

2010 - 2010 (< 1 year)

Discretionary Traveling

Disclosures

Samuel Bates 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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