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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 Joseph Boyles is an active broker and investment advisor representative with Edward Jones. Jeffrey has been in the securities industry for over 5 years and has a Series 66, Series 7 and SIE license. Jeffrey holds active registrations with the states of Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Missouri, New Jersey, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. Jeffrey has been with Edward Jones since April 2018, serving individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, pension and profit-sharing plans, and other high-net-worth clients. Prior to his time with Edward Jones, Jeffrey worked as a Civil Engineer for Civil & Environmental Consultants in Bridgeport, WV and Stantec Consulting, Inc. in Fairmont, WV.
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
WV
06/26/2018 - Present
Edward Jones (FAIRMONT WV)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
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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