Edward O Felan

Current Employers

Employment History

• 12/2010 → 07/2021
  Waddell & Reed, Inc.
  Medford, OR
• 01/2014 → 07/2021
  Felan Group Llc
  Medford, OR
• 07/2021 → 05/2023
  Lpl Financial Llc
  Medford, OR
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  Medford, OR
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Medford, OR

Previous Registrations

• 2021-07-21 → 2023-06-12
  Lpl Financial Llc
  Seattle, WA
  Medford, OR
• 2010-12-07 → 2021-07-21
  Waddell & Reed
  Medford, OR
  Eugene, OR
  Seattle, WA
• 2007-10-18 → 2010-12-07
  Edward Jones
  Medford, OR
  Medford, OR
  Medford, OR
  St Louis, MO

Other Businesses

(1)Name of Business: Felan Group LLC Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/25/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor/owner (2)Name of Business: Oregon Independent Order of Odd Fellows Grand Lodge Address: 3102 SE Holgate Blvd., Portland , OR, 97202, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Grand Lodge Trustee- reviews budget prepared by executive officers for accuracy and conveys any changes according to sound financial principles to the executive staff.\nMonitors reports findings and recommends action to the executive staff for all monthly and year-end financial statements including financial transactions and financial condition of the organization (3)Name of Business: SilverTree Collective Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA Name only- SilverTree Collective will be an umbrella for all companies to fall under(we have various groups with different DBA names in our population) (4)Name of Business: United way of Jackson County Address: 60 Hawthorne St, Medford, OR, 97504, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 05/03/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board member-Be Knowledgeable of United Way's mission, purposes, goals, policies, programs, strengths, needs and accomplishments.\nExercise all statutory and fiduciary responsibilities legally required of nonprofit board members.\n\nFinance Committee-Review UWJC's Financial Statements for accuracy and communicate to the Board of Directors any concerns. ncial Statements for accuracy and communicate to the Board of Directors any concerns.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-27

Other Names

• Edward Felan
• Ed Felan