Tempe, AZ E Southern Ave B109 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

1400 E Southern Ave B109

Tempe AZ 85282

Advisors at this office

2

Advisors at this office

David O

Series 63, Series 65

Tempe, AZ

Edward Jones

David Oster is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at JP Morgan Securities and Wells Fargo Advisors. Outside of his advisory work, he performs as a musician under his own entertainment business, Bishop Industries, and is involved in community service as a 3rd Degree Knight with the Knights of Columbus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Founder/Business Owner LGBTQIA

Ely B

CFP®, Series 66

Tempe, AZ

Edward Jones

Ely Burke is a CFP®-credentialed financial advisor with five years of industry experience, currently practicing at Edward Jones in Tempe, AZ. Prior to joining Edward Jones in 2020, he worked at Amazon, Carvana, and Aramark. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Divorce financial planning General estate planning guidance Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive Women's Finance Women Professionals
View complete list of advisors at this office
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