Gilbert, AZ 1757 E Baseline Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

1757 E Baseline Road, Building 5 Suite 117

Gilbert AZ 85233-1532

Advisors at this office

3

Advisors at this office

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Raymond T

Series 66

Gilbert, AZ

Edward Jones

Raymond Thompson Jr. is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of investment strategies and services under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

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

Series 66

Gilbert, AZ

Edward Jones

Catherine O'Connor is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 18 years of experience at the firm since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management 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

Philip W

Series 66

Gilbert, AZ

Edward Jones

Philip Wolfe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked in various roles including positions at Phoenix College, Trident Group, and Corporate Data Solutions, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by 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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