Jeffrey Edwards is a registered investment advisor at LPL Financial LLC, based in Yukon, OK, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
809 South Mustang Road, Yukon, OK, 73099
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Regulatory History (1)
Criminal
September 2006Other Business Activities
Jeffrey operates under multiple DBAs for his LPL business, including Stockyard Wealth Management, Cornerstone Wealth Services, and Cornerstone Wealth Management. He also provides investment advisory services through Cornerstone Wealth Management, LLC, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cornerstone Wealth Management, LLC
Edward JonesBroker
Edward Jones
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.