Gilbert, AZ 4100 S Lindsay Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

4100 S Lindsay Rd Ste 109

Gilbert AZ 85297

Advisors at this office

2

Advisors at this office

Tyler A

CFP®, Series 66

Gilbert, AZ

Edward Jones

Tyler Apps is a CFP® and Series 66–licensed financial advisor with Edward Jones in Gilbert, AZ, and has 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices. The firm provides various managed solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services while operating under a fiduciary standard.

Business ownership considerations Wealth management General retirement planning Inheritance planning Founder/Business Owner
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Darien R

Series 66

Gilbert, AZ

Edward Jones

Darien Romero is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Securities LLC, and Equitable Advisors LLC. Outside of his advisory role, Romero is the sole proprietor of Visibility LLC, a technology and consulting business based in Chandler, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General retirement planning Founder/Business Owner
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