Jeffrey Eugene Edwards

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 10/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2009 → 10/2017
  Brett Bissell
  Los Angeles, CA
• 04/2009 → 10/2017
  Robert Grimm
  Los Angeles, CA
• 06/2009 → 10/2017
  Northwestern Mutual Investment Services, Llc
  Irvine, CA
• 11/2017 → 03/2023
  Atlas Financial Planning, Llc
  Irvine, CA
• 04/2023 → Present
  Mml Investors Services, Llc
  Los Angeles, CA
• 03/2023 → Present
  Massmutual Life Insurance Company
  Los Angeles, CA
• 03/2023 → Present
  Lenox Advisors, Inc.
  Los Angeles, CA

Previous Registrations

• 2018-01-03 → 2023-03-10
  Atlas Financial Planning, Llc
  Irvine, CA
• 2006-12-04 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1) NAME: JEFFREY EDWARDS/LENOX ADVISORS INC. INV REL: Y ADD: 444 S. FLOWER STREET, SUITE 4200, LOS ANGELES, CA, USA, 90071 NATURE: OUTSIDE INSURANCE SALES; LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUTIES & HEALTH POSITION: RELATIONSHIP MANAGER START DATE: 03/20/2023 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 5 2) Name: Atlas Financial Planning, LLC, Inv Rel: Y Add: At Residential Address, NATURE/DUTIES: Owner of S-Corp for Pass Through Compensation, POSITION: President, START DATE: 04/09/2026, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-28
• S66 Uniform Combined State Law Examination
  2006-04-08

Designations

• Certified Financial Planner