ChooseAFinancialAdvisor.com
Advisors / Arizona / Prescott Valley
20yrs

Jamie Alan DeForge

Financial advisor at Edward Jones

Prescott Valley, AZ 86314Top 21% by experience at Edward JonesFiduciary advisor
Call the officeDirections

At a glance

Experience20 years (since 2006)
How that compares ?Top 21% by experience at Edward Jones
Office3100 N Robert Rd, Prescott Valley, AZ 86314
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2009 – now
    Edward JonesCurrent firm
  2. Nov 2006 – Jun 2008
    Usaa Financial Planning ServicesPreviously

Questions to ask Jamie

Tailored to Jamie’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jamie

How do I contact Jamie?

Call Edward Jones at 314-515-2000 and ask for Jamie Alan DeForge. Jamie works from the Prescott Valley, AZ office.

How long has Jamie been a financial advisor?

Jamie has been in the industry since 2006, about 20 years. Top 21% by experience at Edward Jones.

What licenses does Jamie hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jamie a fiduciary?

Jamie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jamie paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jamie for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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