Jeffrey EdwardsCRD 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.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Associated Investment Services, Inc.||Green Bay, WI||Jun 2013 - Current||4|
|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|
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
Total Assets Under Management309MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$148,356
- 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)
FL, IL, LA, MI, MN, TX, WI
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