Unclaimed Profile

Jeffrey Nels Edwards

L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, Arizona

Series 6, Series 63Clean record31 years registeredL. ROY PAPP & ASSOCIATES, LLP

2201 E. CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 1105196Firm CRD# 105130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Nels Edwards · PHOENIX, AZ

Registration

CRD #1105196 · L. ROY PAPP & ASSOCIATES, LLP · 31 years registered

Brand Profile

Not yet started

Career History

L. ROY PAPP & ASSOCIATES, LLP

Aug 1995 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · August 9, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

L. ROY PAPP & ASSOCIATES, LLP

CRD 105130 · SEC 801-35594

AUM

$1.4B

Regulatory assets under management

Employees

1,741 client accounts

Services offered by L. ROY PAPP & ASSOCIATES, LLP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at L. ROY PAPP & ASSOCIATES, LLP →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Nels Edwards offer?

Jeffrey Nels Edwards specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Jeffrey Nels Edwards's credentials?

Jeffrey Nels Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Nels Edwards located?

Jeffrey Nels Edwards is based in PHOENIX, Arizona, working with L. ROY PAPP & ASSOCIATES, LLP. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Jeffrey Nels Edwards charge for services?

Jeffrey Nels Edwards's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is L. ROY PAPP & ASSOCIATES, LLP?

L. ROY PAPP & ASSOCIATES, LLP has approximately 10 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →