Surprise, AZ N Sunrise 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

19509 N Sunrise Blvd Suite 4

Surprise AZ 85374

Advisors at this office

3

Advisors at this office

Lee B

Series 63, Series 66

Surprise, AZ

Edward Jones

Lee Bradley is a financial advisor with Edward Jones in Surprise, AZ, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory services, he is a member and president of MINGO Hunt Club LLC, a business related to IRA-held property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Military & Veterans Women Professionals Women's Finance

Mircea I

Series 66

Surprise, AZ

Edward Jones

Mircea Ionescu is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of finance, he has taught violin lessons and operated a live wedding music business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Business exit / sale strategy Founder/Business Owner

Jessica B

Series 66

Surprise, AZ

Edward Jones

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
View complete list of advisors at this office
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