Mesa, AZ 2919 S Ellsworth Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,118 advisors across 14,150 offices

Location

2919 S Ellsworth Rd Ste 129

Mesa AZ 85212

Advisors at this office

4

Advisors at this office

Justin G

Series 66

Mesa, AZ

Edward Jones

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Wealth management Retired Founder/Business Owner Executive

James H

Series 66

Mesa, AZ

Edward Jones

James Hundley is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has held prior roles at DRG Technologies, Jackson Hewitt, Legacy Advisors, Phocus Retirement Services, and Global View Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Inheritance planning General retirement planning Retired Founder/Business Owner Executive

Kate S

Series 66

Mesa, AZ

Edward Jones

Kate Somerville is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at STORE Capital, Northwestern Mutual, and First International Bank & Trust before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Founder/Business Owner Intergenerational Families Divorced Widow/Widower
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Samuel M

CFP®, Series 66

Mesa, AZ

Edward Jones

Samuel Mills is a CFP® and Series 66-registered financial advisor with Edward Jones in Mesa, AZ, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches a monthly financial training class in partnership with an attorney and therapist through the nonprofit 2nd Saturday (WIFE.org), focused on divorce education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

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