Jeffrey Brian Edwards

Current Employers

Employment History

• 07/2013 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lawton, OK
• 12/2014 → 02/2017
  Bank Of America N.A.
  Lawton, OK
• 02/2017 → 09/2017
  Bancwest Investment Services, Inc.
  Oklahoma City, OK
• 02/2017 → 09/2017
  Bank Of The West
  Oklahoma City, OK
• 09/2017 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 09/2017 → 11/2020
  Bank Of America, N.A.
  Oklahoma City, OK
• 11/2020 → 07/2021
  J.P. Morgan Securities Llc
  Edmond, OK
• 11/2020 → 07/2021
  J.P. Morgan Chase Bank, N.A.
  Edmond, OK
• 07/2021 → 03/2024
  Edward Jones
  St Louis, MO
• 03/2024 → Present
  Cornerstone Wealth Managment
  Yukon, OK
• 03/2024 → Present
  Lpl Financial Llc
  Yukon, OK

Previous Registrations

• 2024-03-26 → 2025-09-17
  Cornerstone Wealth Management, Llc
  Yukon, OK
• 2021-07-26 → 2024-03-28
  Edward Jones
  Moore, OK
• 2020-11-24 → 2021-08-03
  J.P. Morgan Securities Llc
  Edmond, OK
  Edmond, OK
• 2017-10-12 → 2020-11-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
  Lawton, OK
  New York, NY
  Wichita Falls, TX
  Oklahoma City, OK
  Oklahoma City, OK
  Frisco, TX
• 2017-02-21 → 2017-09-22
  Bancwest Investment Services, Inc.
  Seminole, OK
  Oklahoma City, OK
  Edmond, OK
  Oklahoma City, OK
  Enid, OK
  Warr Acres, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Midwest City, OK
  Tulsa, OK
  Ada, OK
  Cushing, OK
  Ardmore, OK
  Tulsa, OK
• 2014-09-15 → 2017-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
  Oklahoma City, OK
  Wichita Falls, TX
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1.03/25/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Wealth Services; Investment Related; at Reported Business Location(s); Start Date 03/27/2024; 160hrs/mth; 40hrs during trading 2.03/25/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone wealth management; Investment Related; at Reported Business Location(s); Start Date 03/27/2024; 160hrs/mth; 40hrs during trading 3.03/25/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stockyard Wealth Management; Investment Related; at Reported Business Location(s); Start Date 03/27/2024; 160hrs/mth; 40hrs during trading 4.03/27/2024; (Hybrid) Cornerstone Wealth Management, LLC / Cornerstone Wealth Management, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/27/2024; 160hrs/mth; 40hrs during trading; I provide investment advisory services through Cornerstone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5.04/17/2026; The Local Link; Business Owner; Not Investment Related; Yukon,OK; Start Date 03/01/2026; 6hrs/mth; 4hrs during trading 6.07/21/2026; Jeffrey Edwards; Rideshare; Not Investment Related; Yukon,OK; Start Date 07/01/2026; 10hrs/mth; 0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-09-12

Other Names

• Jeffrey Brian Edwards
• Jeffrey Brian Edwards
• Jeffrey B Edwards
• Jeffrey Edwards
• Brian Edwards