Jeffrey Edwards, financial advisor Moore OK

Jeffrey Edwards

CRD Number: 6109073
Current Firm: Edward Jones

Jeffrey Edwards (CRD# 6109073) is an Investment Advisor Representative working at Edward Jones in Moore, OK and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2021 - Current 2
J.p. Morgan Securities LLC Edmond, OK Nov 2020 - Jul 2021 < 1
J.p. Morgan Chase Bank, N.a. Edmond, OK Nov 2020 - Jul 2021 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK Sep 2017 - Nov 2020 3
Bank Of America, N.a. Oklahoma City, OK Sep 2017 - Nov 2020 3
Bank Of The West Oklahoma City, OK Feb 2017 - Sep 2017 < 1
Bancwest Investment Services, Inc. Oklahoma City, OK Feb 2017 - Sep 2017 < 1
Bank Of America N.a. Lawton, OK Dec 2014 - Feb 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lawton, OK Jul 2013 - Feb 2017 3
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey B. Edwards
Phone Number: 314-515-2000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, 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, WY

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