Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Edwards is a financial advisor with Cornerstone Wealth Management, LLC, located in Yukon, Oklahoma. He also maintains registrations with the state of Oklahoma as an Investment Advisor Representative. Jeffrey has been in the financial services industry since August 2014. He previously worked with Edward Jones, J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey specializes in working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. His services include financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Lpl sponsored advisory programs; investment management & research subscription licensing
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OK
03/26/2024 - Present
Cornerstone Wealth Management, LLC (Yukon OK)
OK
07/26/2021 - 03/28/2024
EDWARD JONES (MOORE OK)
OK
11/24/2020 - 08/03/2021
J.P. MORGAN SECURITIES LLC (EDMOND OK)
OK
10/12/2017 - 11/11/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAWTON OK)
OK
02/21/2017 - 09/22/2017
BANCWEST INVESTMENT SERVICES, INC. (ARDMORE OK)
OK
07/02/2014 - 02/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAWTON OK)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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