Jeffery
Trentham

Edward Jones

CRD#5635784
Investment Advisor
in Arlington, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffery Trentham is a financial advisor located in Arlington, Texas. Currently a registered investment advisor with Edward Jones, Trentham has nine years of practice in the financial advisory industry. Trentham holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Trentham is able to operate based out of Texas. Trentham has spent their entire career at Edward Jones. Edward Jones is located in Arlington, Texas, and operates out of 12,884 offices throughout the United States. Overall, Edward Jones manages $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

9 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

No

Office Location

4604 Park Springs Blvd Suite 110
Arlington, TX 76017

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.

Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

TX Average: 458
Total Number of Accounts

3,047,151

TX Average: 33,415
Average Account Size

$107,966

TX Average: $343,232

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

  • 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 9 years of experience.

2009 - Present (11 years)

Edward Jones

Disclosures

Jeffery Trentham has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

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