Jerry
Edwards

Royal Alliance Associates, Inc

CRD#1197991
Investment Advisor
in Carlsbad, CA
Are you Jerry Edwards? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jerry Edwards is an advisor in Carlsbad, California. Currently a registered advisor at Royal Alliance Associates, Inc, they have gathered 19 years of professional experience in the financial advisory industry. Edwards has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Edwards is able to operate based out of California. The advisor has gained experience at Royal Alliance Associates, Inc, Signator Investors, Inc, Edwards Tax & Financial Services, Transamerica Financial Advisors, Inc and Veterans Refinance Center. Royal Alliance Associates, Inc is headquartered in Carlsbad, California, and has 459 locations in the country. As a registered investment advisory firm, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 client accounts and retains more than 1,933 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 16,603 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 13% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Royal Alliance Associates, Inc offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

Disclosures

Yes

Office Location

Carlsbad, 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.

Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

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

2,951

CA Average: 92
Total Number of Accounts

62,916

CA Average: 6,978
Average Account Size

$200,603

CA Average: $1,450,417

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

  • 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 19 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

2016 - Present (3 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

Disclosures

Jerry Edwards has 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