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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

General estate planning guidance Charitable giving & philanthropy Wealth management General retirement planning Retired Founder/Business Owner Executive Religious/faith focused
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