ADVISOR BIO

Jeffrey Howard Burg is a financial advisor in Phoenix, AZ. He has been in the financial industry since 2002. Jeffrey is registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2017. Jeffrey has previously worked at AIG Capital Services, Inc., Diversified Investors Securities Corp., Wachovia Securities, LLC, McDonald Investments Inc., and The Advisors Group, Inc. He has passed the Series 63, Series 66, Series 7, and Series 24 exams. Jeffrey specializes in providing financial advice to individuals and businesses, and has experience in portfolio management, financial planning, and pension consulting. Jeffrey is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Jeffrey 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.

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ADVISOR BIO

Jeffrey Cary is a financial advisor with Schwab Wealth Advisory, Inc. Jeffrey Cary has been in the industry since November 1999. Jeffrey Cary is registered in 28 states and 2 jurisdictions as an investment advisor representative and a broker. Jeffrey Cary holds Series 63, 66, 7, 9, 10 and SIE licenses. Jeffrey Cary works out of Schwab Wealth Advisory, Inc.'s Phoenix, AZ office.

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ADVISOR BIO

Jeffrey Luke Marcum is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the financial services industry since 2019. He is a licensed securities professional and has been registered with the Securities and Exchange Commission (SEC) since 2022. Jeffrey is currently registered as a Registered Representative (RR) in Arizona, California, Colorado, Connecticut, Florida, Idaho, Iowa, Nevada, New Mexico, New York, Ohio, Oklahoma, Pennsylvania, Texas, Utah, Virginia, and Washington. Jeffrey is also a registered Investment Adviser Representative (IAR) in California and Texas. Jeffrey provides investment advisory services to individuals, corporations, and other entities.

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ADVISOR BIO

Jeffrey Doughty is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He provides portfolio management for individuals and businesses, educational seminars, and other advisory services. Jeffrey has been in the industry since 2020. His current registrations are in Texas and Utah. He has a Series 66, a Series 7TO and a SIE license.

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ADVISOR BIO

Jeffrey Stephenson Ellmaurer is a financial advisor with Edward Jones. Jeffrey has been in the industry since 2009 and has a wealth of experience in providing investment and financial planning advice. Prior to joining Edward Jones, Jeffrey worked at Thrivent Investment Management Inc. in Rochester, Minnesota. Jeffrey is licensed to provide investment advice in Arizona and Missouri. Jeffrey is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Jeffrey Kluve is a financial advisor with Commonwealth Financial Network. Jeffrey has been in the financial services industry since November 30, 2000. Jeffrey provides financial planning and portfolio management services to individuals, businesses, and retirement plans. Jeffrey also offers educational seminars and publications. Jeffrey is a Certified Financial Planner™ professional.

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ADVISOR BIO

Jeffrey Clark Peterson is a financial advisor in Phoenix, AZ. Jeffrey is registered with Concourse Financial Group Securities, Inc. and has been in the industry since 1994. Jeffrey has been a registered representative with Concourse Financial Group Securities, Inc. since 2006. Jeffrey specializes in financial planning, portfolio management, and insurance sales.

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ADVISOR BIO

Jeffrey Lawrence White is a financial professional with over 30 years of experience in the industry. Jeffrey has a wide range of experience having worked at both A. G. Edwards & Sons, Inc. and Franklin-Lord, Inc. before joining Wells Fargo Clearing Services, LLC in 2016. Jeffrey is registered in 25 states for securities and investment advisory services. Jeffrey currently serves as a Registered Representative of Wells Fargo Clearing Services, LLC and holds both Series 7 and Series 63 licenses.

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ADVISOR BIO

Jeffrey Williams is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Williams has been in the industry since September 2014. Williams is currently licensed to provide investment advice in 53 states and has passed a total of 5 exams. Williams has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014.

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