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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 Edward Windau is a financial advisor registered with Edward Jones. Jeffrey has been in the securities industry since August 2008 and has experience in providing financial planning, portfolio management and selection of other advisors. Jeffrey holds the following licenses: Series 7, Series 63, Series 86 and Series 87. Jeffrey also has a Chartered Financial Analyst designation. Jeffrey's office is located at 12555 Manchester Road in St. Louis, Missouri. The Edward Jones firm has approximately $10 billion - $50 billion in assets under management.
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
MO
10/10/2024 - Present
Edward Jones (ST. LOUIS MO)
BC
Issued 09/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/09/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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