Jeffrey Edwards, financial advisor Irvine CA

Jeffrey Edwards

CRD Number: 4266543
Current Firm: Atlas Financial Planning, LLC

Jeffrey Edwards (CRD# 4266543) is an Investment Advisor Representative working at Atlas Financial Planning, LLC in Irvine, CA and has over 21 years of experience in the finance industry. Jeffrey Edwards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Atlas Financial Planning, LLC Irvine, CA Oct 2017 - Current 5
Brett Bissell Los Angeles, CA Apr 2009 - Current 13
Robert Grimm Los Angeles, CA Apr 2009 - Current 13
Northwestern Mutual Investment Services, LLC Irvine, CA Jun 2009 - Oct 2017 8
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Oct 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Jeffrey E. Edwards
Phone Number: 949-424-7703
Registered State(s):
  • CA
  • TX
Current Firm Details
Atlas Financial Planning, LLC
Firm's CRD Number: 291174
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $60,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, TX

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