Phoenix, AZ 4910 E Ray 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

4910 E Ray Rd Suite 23

Phoenix AZ 85044

Advisors at this office

2

Advisors at this office

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Jacob I

Series 66

Phoenix, AZ

Edward Jones

Jacob Isaac is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 credential with four years of industry experience. His prior roles include positions at RJP Estate Planning, Upgrade, and Capco, as well as work related to estate planning and financial services. Outside of his advisory work, he is involved in property management as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

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

Series 66

Phoenix, AZ

Edward Jones

Lucas Tisland is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously operated art-related businesses in Chandler, Arizona. Lucas creates and sells his own artwork and manages art operations outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm has a large network of advisors and branch offices, managing over $1 trillion in assets.

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