Jeffrey
Edwards
Cornerstone Wealth Management, LLC
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About this Advisor
Jeffrey Edwards is a financial advisor based in Yukon, Oklahoma, working with Cornerstone Wealth Management, LLC. Jeffrey has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Bancwest Investment Services, Inc, Bank Of The West, Bank Of America, N.A, J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, N.A, Edward Jones, Cornerstone Wealth Management, and LPL Financial LLC. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Jeffrey is part of Cornerstone Wealth Management, LLC, which operates out of Yukon, Oklahoma. The firm has 41 offices and 148 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Cornerstone Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management, LLC Brokerage Details
$3,295,074,554
148
16,986
$193,988
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
- Other
Jeffrey Edwards Work History
Cornerstone Wealth Managment
Lpl Financial LLC
Edward Jones
J.P. Morgan Securities LLC
J.P. Morgan Chase Bank, N.A
Bancwest Investment Services, Inc
Bank Of The West
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jeffrey Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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