Carolyn
Lafavers

Edward Jones

CRD#4560351
Investment Advisor
in Los Angeles, CA
Are you Carolyn Lafavers? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Carolyn Lafavers is an advisor who is based out of Los Angeles, California. Currently a registered investment advisor at Edward Jones, they have gathered 12 years of professional experience in the financial advisory industry. Lafavers holds Series 63 and Series 66 licenses, which certify the advisor as a securities representative. Lafavers can advise investors based out of Arizona, Wisconsin, Arkansas, California, Florida, Texas, Hawaii, Idaho, Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, North Carolina, Ohio, Oklahoma, Oregon, Tennessee and Washington. Lafavers has spent their complete career at Edward Jones. Edward Jones is based out of Los Angeles, California, and has 12,884 additional brick-and-mortar locations across the nation. In aggregate, Edward Jones oversees $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

Los Angeles, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Edward Jones Brokerage Details

Total Assets Under Management

$311,986,498,067

CA Average: $11,469,110,461
Total Number of Employees

23,510

CA Average: 458
Total Number of Accounts

2,500,304

CA Average: 33,415
Average Account Size

$124,779

CA Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Carolyn Lafavers Work History

Carolyn has 12 years of experience.

2006 - Present (13 years)

Edward Jones

Disclosures

Carolyn Lafavers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started