Royal Alliance Associates, Inc

Investment Advisor
in Carlsbad, CA

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About this Advisor

Jerry Edwards is a financial advisor based out of Carlsbad, California, who has been in the financial industry for 20 years. Edwards is an advisor for Royal Alliance Associates, Inc. Throughout their career, Edwards has worked at Edwards Tax & Financial Services, Transamerica Financial Advisors, Inc, Veterans Refinance Center, Signator Investors, Inc and Royal Alliance Associates, Inc. Edwards maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California. Royal Alliance Associates, Inc is a business based in Carlsbad, California. The company has offices in 968 locations and a total of 2,951 employees. It manages $13 billion in total assets among its 62,916 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 73 charitable organizations. Of its 62,916 accounts, 16% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Royal Alliance Associates, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on which services are offered. Fee types charged by Royal Alliance Associates, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

Carlsbad, CA

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management


CA Average: $10,121,009,343
Total Number of Employees


CA Average: 92
Total Number of Accounts


CA Average: 6,978
Average Account Size


CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jerry Edwards Work History

Jerry has 21 years of experience.

2018 - Present (2 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2001 - 2016 (15 years)

Transamerica Financial Advisors, Inc

2001 - 2015 (14 years)

Veterans Refinance Center

1999 - 2018 (19 years)

Edwards Tax & Financial Services


Jerry Edwards has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Christopher Sabatini
Southfield, MI
Ajay Anand
Nashville, TN
Jarrod Mckee
Greenville, OH
Anthony Krncevic
Maumee, OH
Timothy Maurer
Rochester, MI
Sarah Walkinshaw
Nashville, TN
Andy Engebretsen
Lenoir City, TN
Gregory Kubinski
Southfield, MI

This content was compiled from the SEC and FINRA.

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