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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dale Canfield is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Jeffrey has been in the financial industry since 1991 and is registered with the Securities and Exchange Commission (SEC) as well as the Financial Industry Regulatory Authority (FINRA). He is also registered to provide investment advice in 24 states. In addition to his work at Edward Jones, Jeffrey owns a rental property in Lebanon, Oregon. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients.
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.
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.
See schedule d - miscellaneous
1
2
OR
01/12/2024 - Present
Edward Jones (SWEET HOME OR)
GA
06/28/1991 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 11/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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