Jeffrey
Edwards
L. Roy Papp & Associates, Llp
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About this Advisor
Jeffrey Edwards is a financial advisor based in Phoenix, Arizona, working with L. Roy Papp & Associates, Llp. Jeffrey has previously held a position at L. Roy Papp & Associates. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Jeffrey is part of L. Roy Papp & Associates, Llp, which operates out of Phoenix, Arizona. The firm has 10 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at L. Roy Papp & Associates, Llp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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L. Roy Papp & Associates, Llp Brokerage Details
$1,422,503,926
10
1,741
$817,061
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeffrey Edwards Work History
L. Roy Papp & Associates
Disclosures
Please visit the SEC profile of Jeffrey Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at L. Roy Papp & Associates, Llp
Phoenix, AZ
Phoenix, AZ
San Diego, CA
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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