Jeffrey A Edwards

CFP

Associated Investment Services, INC.

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Associated Investment Services, INC.

Compensation

Fee-Only (AUM)

Firm Size

40 advisors

Number of Clients

3,655 clients

Average Client Portfolio

$274K average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$5K

Location

205 4th Street N, Lacrosse, WI, 54601

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Associated Investment Services, INC.

September 2013 - Present · 12 yrs 5 mos

Associated Investment Services, INC.Broker

June 2013 - Present · 12 yrs 8 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

October 2009 - May 2012 · 2 yrs 7 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2009 - May 2012 · 2 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 1997 - May 1997 · 4 mos

Prudential Securities IncorporatedBroker

September 1993 - April 1996 · 2 yrs 7 mos

Smith Barney Shearson INC.Broker

July 1993 - October 1993 · 3 mos

Lehman Brothers INC.Broker

November 1990 - July 1993 · 2 yrs 8 mos

Painewebber IncorporatedBroker

March 1989 - November 1990 · 1 yr 8 mos

John G. Kinnard and Company, IncorporatedBroker

July 1988 - April 1989 · 9 mos

State Registrations9 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.