Sun City West, AZ W Granite Valley Dr 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

14300 W Granite Valley Dr, Suite B 8

Sun City West AZ 85375

Advisors at this office

2

Advisors at this office

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Jeffrey H

Series 66

Sun City West, AZ

Edward Jones

Jeffrey Hertig is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for seven years at Ernst & Young LLP. He serves as president of the Surprise Pickleball Association in Phoenix, AZ. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Braden C

CFP®, Series 66

Sun City West, AZ

Edward Jones

Braden Cope is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Intermountain Staffing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including a trust company and securities-based lending options.

Charitable giving & philanthropy Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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