J.r. Edwards Financial Planning, LLC
J.r. Edwards Financial Planning, LLC (CRD# 166678) is a financial advisory firm headquartered in Estacada, OR. They manage $6,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$600,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Justin Edwards (CRD# 5852176) is an Investment Advisor Representative working at J.r. Edwards Financial Planning, LLC in Estacada, OR and has over 5 years of experience in the finance industry. Justin 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.