Jeffrey Edwards, financial advisor Lawton OK
68 score

Jeffrey Edwards

CRD Number: 6109073
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffrey Edwards (CRD# 6109073) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lawton, OK and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Lawton, OK Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lawton, OK Jul 2013 - Current 3
Edward Jones St Louis, MO Oct 2012 - Jul 2013 < 1
Olive Garden Oklahoma City, OK May 2011 - May 2013 2
Knutson Irrigation Oklahoma City, OK May 2012 - Aug 2012 < 1
Homeco Construction Oklahoma City, OK May 2011 - Aug 2011 < 1
Bricktown Brewery Oklahoma City, OK Jun 2009 - May 2011 1
Vision Source Hugo, OK Aug 2004 - Apr 2011 6
Farmers Touch Landscaping Oklahoma City, OK May 2010 - Aug 2010 < 1
Academy Of Contemporary Music Oklahoma City, OK Aug 2009 - Nov 2009 < 1
Phi Mu Sorority Stillwater, OK Aug 2008 - May 2009 < 1
Osu Foundation Stillwater, OK May 2008 - May 2009 1
Osu Construction Stillwater, OK May 2008 - Aug 2008 < 1
Student Stillwater, OK Aug 2007 - May 2008 < 1
Edwards And Edwards Lawn Care Hugo, OK May 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey B. Edwards
Phone Number: 800-637-7455
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
68

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