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Jeffrey E
CFP®, Series 63, Series 65
Zephyr Cove, NV
Equitable Advisors
Jeffrey Edmonds is a CFP® with 34 years of experience in the financial industry. He currently works at Equitable Advisors and previously spent 30 years at Commonwealth Financial Network. Outside of advising, he is a live music performer known as Jeff Edmyndz, a licensed residential real estate agent, and a swim coach for the Tahoe Swim Team. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
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