Derek W Koffel

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

• 08/2016 → 11/2017
  Raymond James Financial Services,Inc
  West Deptford, NJ
• 09/2016 → 11/2017
  Raymond James Financial Services Advisors Inc.
  West Deptford, NJ
• 08/2016 → 11/2017
  Kennedy Investment Group
  West Deptford, NJ
• 12/2016 → 11/2017
  Kennedy Insurance Services
  West Deptford, NJ
• 12/2017 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2016-09-21 → 2017-12-15
  Raymond James Financial Services Advisors, Inc
  West Deptford, NJ

Other Businesses

Aloha West Thoroughbred LLC Type of business: Horse Racing North Augusta, SC Start date: 4/6/2021 Partner Hours per week: 0 Hours during trading: 0 No responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-15
• S63 Uniform Securities Agent State Law Examination
  2006-11-16

Other Names

• Derek W Koffel
• Derek Wayne Koffel