Jeffrey Scott Oda

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/1992 → Present
  Edward D. Jones & Co., L.P.
  Troy, OH

Other Businesses

Roda Properties Type of business: Office Rental Property Troy, OH Start date: 1/1/2025 Owner Hours per week: 1 Hours during trading: 0 maintain property

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-17

Designations

• Certified Financial Planner

Other Names

• Jeffrey Oda