Jeffrey Edwards (CRD# 1854348) is an Investment Advisor Representative working at Associated Investment Services, Inc. in La Crosse, WI and has over 35 years of experience in the finance industry. Jeffrey Edwards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay, WI | Jun 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- FL
- IL
- IA
- MI
- MN
- TX
- WI
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Total Assets Under Management863MILLIONS
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Total Number of Accounts4,578ACCOUNTS
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Average Account Value$188,413
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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