Jeffrey David Edmonds

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

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

• 12/1995 → 12/2025
  Commonwealth Financial Network
  Petaluma, CA
• 12/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2000-10-19 → 2025-12-02
  Commonwealth Financial Network
  San Francisco, CA
  Petaluma, CA
  Petaluma, CA
  South Lake Tahoe, CA
  Cotati, CA

Other Businesses

1. Trustee for immediate family Trust.2. Executive Director and m. Located in: Lake Tahoe, CA. Start date: April 2023. Approx. 16 hours per month. Not investment-related.3. Self-employed - live music performer under the name Jeff Edmyndz.4.Licensed Residential Real Estate Agent. 5. Swim coach for Tahoe Swim Team; Tahoe Swim Team 1180 Rufus Allen Drive South Lake Tahoe, CA 96150; Start Date 12/25

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1991-01-29

Designations

• Certified Financial Planner

Other Names

• Jeff Edmonds