Zeches Wealth Management
45yrs
Top advisor by experience in Mesa
8yrs
Stuart Boardman
Financial advisor at Edward Jones
Stuart Boardman is a fiduciary financial advisor in Mesa, Arizona, with 8 years in the industry. After two years at Bancwest Investment Services, Stuart joined Edward Jones in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 309 advisors with offices in Mesa, and one of 280 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeMesa, AZ
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowEdward JonesCurrent firm
- Jun 2020 – Mar 2022Bancwest Investment Services, Inc.Previously
- Jul 2018 – Jun 2020Edward JonesPreviously
Contact Stuart
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Stuart. Mesa, AZOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call Edward Jones at (314) 515-2000 and ask for Stuart Boardman. Stuart works from the Mesa, AZ office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Stuart hold?
Series 66. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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