Unclaimed Profile

Jeffrey Nels Edwards

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

Clean recordL. 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Nels Edwards is a registered financial advisor based in PHOENIX, Arizona, affiliated with L. ROY PAPP & ASSOCIATES, LLP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

L. ROY PAPP & ASSOCIATES, LLP

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1105196

Firm CRD# 105130

View on FINRA BrokerCheck →

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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.

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