Jacquelyn Edwards, financial advisor Las Cruces NM
93 score

Jacquelyn Edwards

CRD Number: 4595108
Current Firm: Charles Schwab & Company, Inc.

Jacquelyn Edwards (CRD# 4595108) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Las Cruces, NM and has over 14 years of experience in the finance industry.

Similar Advisors
Danen Coalson, financial advisor Las Cruces NM
Danen W. Coalson
CRD# 3251315
Coalson Financial Services, LLC
Score
96
Similar Advisors
Donald Shaw, financial advisor Las Cruces NM
Donald K. Shaw
CRD# 4545740
H.d. Vest Advisory Services, Inc.
Score
96
Similar Advisors
Frank Szalay, financial advisor Las Cruces NM
Frank D. Szalay
CRD# 1922422
Raymond James Financial Services Advisors, Inc.
Score
96
Company Name Location Dates Years
Charles Schwab & Company, Inc. Las Cruces, NM Aug 2012 - Current 4
Jme Ventures, LLC Las Cruces, NM Aug 2012 - Current 4
Jme Art Studio Las Cruces, NM Apr 2012 - Current 4
New Mexico State University Foundation; Las Cruces, NM Jan 2010 - Current 6
None Las Cruces, NM Jan 2012 - Aug 2012 < 1
Paso Del Norte Group El Paso, TX Aug 2010 - Dec 2011 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Las Cruces, NM Jan 2006 - Aug 2010 4
Various Insurance Carriers Las Cruces, NM Apr 2003 - Aug 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Jacquelyn M. Edwards
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.