Jeffrey Edwards, financial advisor Onalaska WI
84 score

Jeffrey Edwards

CRD Number: 1854348
Current Firm: Associated Investment Services, Inc.

Jeffrey Edwards (CRD# 1854348) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Onalaska, WI and has over 28 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.

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Professional Designations
Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Jun 2013 - Current 3
Us Army Reserve Command Ft. Mccoy, WI Aug 2012 - Jun 2013 < 1
Unemployed Onalaska, WI May 2012 - Aug 2012 < 1
Merrill Lynch La Crosse, WI Jul 2009 - May 2012 2
La Bella Homes Llc/ Jeff Edwards Custom Homes LLC Onalaska, WI Feb 2005 - Jul 2009 4
Jeff Edwards Real Estate LLC Onalaska, WI May 1997 - Jul 2007 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
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Edwards
Phone Number: 800-595-7722
Registered State(s):
  • FL
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    309
    MILLIONS
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $148,356
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, IL, LA, MI, MN, TX, WI

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BADGES
84

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