Jeffrey EdgbertCRD Number: 5908077
Current Firm: Highland Private Wealth Management
Jeffrey Edgbert (CRD# 5908077) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 4 years of experience in the finance industry.
Brighton Jones LLC
|Highland Private Wealth Management||Bellevue, WA||Dec 2009 - Current||8|
|Unemployed||Bothell, WA||Mar 2009 - Dec 2009||< 1|
|Laird Norton Tyee Asset Strategies||Seattle, WA||Mar 1999 - Mar 2009||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management451MILLIONS
Total Number of Accounts645ACCOUNTS
Average Account Value$699,552
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, LA, WA
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