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About this Advisor
Jeffery Trentham is a financial advisor who works out of Arlington, Texas, with a total of 10 years of experience as a financial advisor. Trentham is currently employed by Edward Jones. They have worked at Edward Jones for the entirety of their career. Trentham maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Edward Jones is a company that has its headquarters in Arlington, Texas. The investment advisory business has offices in 13,586 locations and a total of 23,408 advisors. It manages $329 billion in assets across its 3,047,151 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 958 charities and foundations. Of its 3,047,151 client accounts, just 9% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm provides 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Edward Jones can consist of some combination of 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
Jeffery Trentham Work History
Jeffery has 11 years of experience.
Jeffery Trentham has no disclosures.
Please visit their SEC profile for more details.
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