Sun City West, AZ West R H Johnson Blvd 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

14755 West R H Johnson Blvd, Ste 108

Sun City West AZ 85375-0659

Advisors at this office

3

Advisors at this office

Kari Elle T

Series 66

Sun City West, AZ

Edward Jones

Kari Elle Thalman is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large national network of advisors and offices.

Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Karla T

Series 66

Sun City West, AZ

Edward Jones

Karla Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation and nine years with the firm. She has 27 years of prior self-employment experience. Outside of her advisory role, she is a trustee of a family trust associated with a family farm and participates in a local business and community networking group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals Women's Finance Widow/Widower

Peyton T

Series 66

Sun City West, AZ

Edward Jones

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Inheritance planning Retirement income strategy Elder care planning Retired Founder/Business Owner Executive Sandwich Generation Widow/Widower Intergenerational Families
View complete list of advisors at this office
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