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Edward Jones Investments


Contact: Chris Wallen. CFP
Address:  
16700 North Thompson Peak Parkway, Suite 150
Scottsdale, AZ 85260
Phone:  480 614 3419
Website:  http://www.edwardjones.com

Chris Wallen, a former resident of MMR, has been doing business in the community for over eight years. He grew up in Troy, New York and graduated from Florida State University with a degree in Finance. Edward Jones, the company Chris is proud to represent, is St. Louis based with a regional headquarters located in Tempe.

Amazingly, people actually tend to confuse the two. But Chris is actually the good looking guy in the adjacent photo while Edward Jones is the one with over 12,000 offices throughout the United States, Canada and the United Kingdom. Got that? Don''t be too concerned because that is the really only distinction that you actually need worry. Both Chris and Edward Jones have designed their business to serve only the individual investor and to advocate a conservative, long term approach to investing, that prides itself on having a relationship-oriented client base.

The company, Edward Jones offers stocks, bonds, mutual funds, insurance, college and retirement planning services, estate planning, mortgage services, trusts, and portfolio reviews and has received many awards for excellence including the J.D. Powers award (for #1 in Investor Satisfaction), the Kiplinger Personal Finance Magazine award as the #1 among full service brokers in 6 categories (top honors for best stock picking and best for low fees) and even Fortune Magazine’s award as #1 among the "Top 100 Companies to Work For." Our local office was also recognized as one of th top 20 in the entire firm for customer services based on client surveys.

Chris is entrepreneurial by nature and in a past life manage a retail golf shop in upstate New York. He now resides in Arizona with his wife and 2 small children which don''t leave quite as much time for golf. Chris uses a process to help his clients define and reach their financial goals. Feel free to call or stop by the office for a complimentary review of your situation.

Incidentally, Chris is ably assisted by his office administrator, Judy Becker, who is the friendly face that greets you at the door. Judy and her husband, Mike, moved here from Elkhart, Indiana (home of what else but -- Notre Dame!), where she worked for Edward Jones in a similar capacity at an Edward Jones office in that area. When she''s not at the office, Judy likes reading, movies, and yard work. Can you imagine -- she even has grass and a garden among the cactus!

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