Jeffrey Brian Edwards
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMar 2024 to now
- Cornerstone Wealth ManagmentMar 2024 to now
- Edward JonesJul 2021 to Mar 2024
- J.P. Morgan Chase Bank, N.A.Nov 2020 to Jul 2021
- J.P. Morgan Securities LLCNov 2020 to Jul 2021
- Bank of America, N.A.Sep 2017 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to Nov 2020
- Bancwest Investment Services, Inc.Feb 2017 to Sep 2017
- Bank of the WestFeb 2017 to Sep 2017
- Bank of America N.A.Dec 2014 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6109073
- Firm CRD
- 6413