Jeffrey
Twohig

Edward Jones

CRD#2498820
Investment Advisor
in Missoula, MT

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About this Advisor

Jeffrey Twohig is a financial advisor working out of Missoula, Montana, with a total of 26 years of financial industry experience. Twohig is an advisor for Edward Jones. They have spent their whole time as a financial advisor at Edward Jones. Twohig holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Montana and Texas. Edward Jones is a business operating out of Missoula, Montana. The investment advisory business has offices in 14,439 locations and a total of 25,919 advisors. It handles $423 billion in assets under management between its 3,336,586 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,064 charities and foundations. Of its 3,336,586 accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which services are provided. However, fees charged by Edward Jones can include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

26 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

Yes

Office Location

1215 S Higgins Ave
Missoula, MT 59801

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

MT Average: 458
Total Number of Accounts

3,336,586

MT Average: 33,415
Average Account Size

$126,847

MT Average: $343,232

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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

Jeffrey Twohig Work History

Jeffrey has 26 years of experience.

1994 - Present (27 years)

Edward D. Jones & Co., L.P

Disclosures

Jeffrey Twohig has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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