Jay Edzards, financial advisor Oklahoma City OK
93 score

Jay Edzards

CRD Number: 1860997
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jay Edzards (CRD# 1860997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Oklahoma City, OK Apr 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK Jun 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
Contact Info for Jay S. Edzards
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
93
Clean Record
This advisor has a clean track record with regulators.

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