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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 Nels Edwards is an investment advisor representative at L. Roy Papp & Associates, LLP. Mr. Edwards has been with the firm since August 1987. He holds a Series 6 and Series 63 license. Mr. Edwards is a Chartered Financial Analyst. L. Roy Papp & Associates, LLP is an investment advisor firm headquartered in Phoenix, Arizona. They provide a variety of services including portfolio management for individuals, businesses, and investment companies. They also provide pension consulting services. The firm has approximately $1.5 billion in regulatory 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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AZ
08/09/1995 - Present
L. ROY Papp & Associates, LLP (PHOENIX AZ)
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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