Jeffrey Champigny
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesJan 2026 to now
- Kingsview Partners LLCApr 2024 to Oct 2025
- Edward JonesJan 2022 to Apr 2024
- Bank of America, N.A.Jun 2018 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Jan 2022
- UnemployedMar 2015 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6731893
- Firm CRD
- 250