Jeffrey
Edwards
L. Roy Papp & Associates, Llp
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About this Advisor
Jeffrey Edwards is a chartered financial analyst operating out of Phoenix, Arizona with a total of 23 years of industry experience. Edwards works at L. Roy Papp & Associates, Llp. They have been employed by L. Roy Papp & Associates, Llp for their complete career. Edwards has a Series 63 license, qualifying them as a securities representative, and is able to advise clients in Arizona and Texas. L. Roy Papp & Associates, Llp is a registered investment firm based out of Phoenix, AZ. It controls $1 billion in total assets among its 1,724 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises 24 charitable organizations. Of its 1,724 customer accounts, 52% are held by high-net-worth clients who have at least $1 million in investable assets. L. Roy Papp & Associates, Llp performs a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by L. Roy Papp & Associates, Llp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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L. Roy Papp & Associates, Llp Brokerage Details
$1,264,971,951
10
1,724
$733,742
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
Jeffrey has been registered as a financial advisor for 23 years.*
L. Roy Papp & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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