Edward Felan (CRD# 4337122) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 16 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Medford, OR | May 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Medford, OR | May 2023 - Current | < 1 |
| Felan Group | Medford, OR | May 2023 - Current | < 1 |
| Lpl Financial LLC | Medford, OR | Jul 2021 - May 2023 | 1 |
| Salvation Army Medford Citadel | Medford, OR | May 2017 - Jul 2021 | 4 |
| Felan Group LLC | Medford, OR | Jan 2014 - Jul 2021 | 7 |
| Waddell & Reed, Inc. | Medford, OR | Dec 2010 - Jul 2021 | 10 |
| Various Insurance Carriers For W&r Insurance Agencies, Inc. | Medford, OR | Dec 2010 - Jul 2021 | 10 |
| City Of Medford Oregon | Medford, OR | Jan 2009 - Jul 2021 | 12 |
| Executive Leaders Of Jackson County | Medford, OR | Apr 2004 - Jul 2021 | 17 |
| United Way Of Jackson County | Medford, OR | Jan 2004 - Jul 2021 | 17 |
| Salvation Army Medford Citadel | Medford, OR | Jan 2003 - Jul 2021 | 18 |
| Pathway Enterprises, Inc. | Medford, OR | Sep 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- OR
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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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