Tempe, AZ W Elliot 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

960 W Elliot Rd Ste 111

Tempe AZ 85284

Advisors at this office

2

Advisors at this office

Derek F

Series 66

Tempe, AZ

Edward Jones

Derek Fogarty is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at StayFrank, STOA Acquisitions, Zillow Offers, Coldwell Banker, Bank of America, and Merrill Edge. He is also involved in real estate through two domestic professional LLCs based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated products supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Adam C

CFP®, Series 66

Tempe, AZ

Edward Jones

Adam Christie is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with K2 Adventures as an international mountain guide. Prior to that, he spent ten years at STA Travel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment solutions, and affiliated financial services, supported by a national network of over 23,000 financial advisors.

Charitable giving & philanthropy Business ownership considerations Family Business Inheritance planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")