Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Barry M
Series 63, Series 65, Series 66
Tempe, AZ
Edward Jones
Barry Majercin is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.
Kelly S
Series 66
Tempe, AZ
Edward Jones
Kelly Schaefer is a financial advisor at Edward Jones in Tempe, Arizona, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Logan B
Series 66
Tempe, AZ
Edward Jones
Logan Bertholomey is a financial advisor at Edward Jones in Tempe, Arizona, with five years of industry experience. He holds the Series 66 designation and previously worked at United Parcel Service for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Alpay B
Series 66
Tempe, AZ
Edward Jones
Alpay Bicer is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with three years of industry experience. Prior to his current role beginning in 2022, he worked with several organizations including ASU LtPBL Project for Stevens Initiative and Puzzlist LLC dba Dare to Escape AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a securities-based lending option.
Nicholas G
Series 66
Tempe, AZ
Edward Jones
Nicholas Goode is a Series 66 licensed financial advisor with nine years of experience, currently practicing at Edward Jones in Tempe, AZ. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters