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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 Edmonds is a financial advisor with Commonwealth Financial Network, working out of their Petaluma, California office. Jeffrey has been in the financial industry since 1991 and has a variety of licenses and certifications, including Series 7, Series 63, and Series 65. Jeffrey also holds the Certified Financial Planner designation. In addition to his work with Commonwealth Financial Network, Jeffrey is also a real estate agent, a live music performer, and a fixed insurance sales representative. Jeffrey is registered to provide investment advice in California, Connecticut, Georgia, Louisiana, Massachusetts, Montana, New Jersey, New York, Oregon, Pennsylvania, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/19/2000 - Present
Commonwealth Financial Network (PETALUMA CA)
NY
10/05/1993 - 11/07/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/22/1992 - 10/08/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/24/1991 - 04/14/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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