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Amber Coffey, financial advisor Oskaloosa IA

Amber Coffey

CRD Number: 6442355
Current Firm: Edward Jones

Amber Coffey (CRD# 6442355) is an Investment Advisor Representative working at Edward Jones in Oskaloosa, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2015 - Current 9
Wells Fargo Des Moines, IA Mar 2012 - Jan 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Amber Coffey
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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