Jeffrey Edwards (CRD# 1854348) is an Investment Advisor Representative working at Associated Investment Services, Inc. in La Crosse, WI and has over 29 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# 1498354
Ameriprise Financial Services, Inc.
Score
96
CRD# 1760670
Interactive Financial Advisors
Score
96
CRD# 1464671
Thrivent Investment Management Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
| 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
- FL
- MN
- TX
- WI
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Total Assets Under Management583MILLIONS
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Total Number of Accounts3,354ACCOUNTS
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Average Account Value$173,695
- 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, FL, IL, LA, MI, MN, MO, TX, WI
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