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
Years of Experience
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Edward Jones Brokerage Details
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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.
Edward D. Jones & Co., L.P
Jeffrey Twohig has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones