Jay Edzards (CRD# 1860997) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oklahoma City, OK and has over 35 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services, Inc. | Houston, TX | Nov 2017 - Current | 6 |
| Bank Of America, Na | Oklahoma City, OK | Apr 2010 - Nov 2017 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City, OK | Jun 1988 - Nov 2017 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1988 |
- OK
- TX
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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