Jeffrey Edwards joined Lenox Advisors in 2023 as a Senior Vice President in our Los Angeles, CA office. He has over 20 years of experience in the financial services industry, working with successful families to manage the various aspects of their financial lives. Jeffrey places a strong emphasis on life-stage, tax and advanced planning, as well as wealth accumulation.
In 2000 Jeffrey joined Northwestern Mutual Wealth Management and after 17 years he created Atlas Financial Planning (a Registered Investment Advisory firm) in 2018 focusing on a personal CFO experience with clients.
Jeffrey was born and raised in Southern California. He received a bachelor’s degree from California State University, Long Beach, in 1997. As an avid health enthusiast, Jeffrey is a firm believer in maintaining a healthy mind and body and considers himself an ardent amateur chef. He is a voracious reader of both fiction and history.
Jeffrey and his fiancé, Corey are set to marry in May 2023. His stepson Nathan attends Grand Canyon University in Phoenix, AZ. They currently reside in Irvine, CA with their 2 dogs and are members of Saddleback Church in Lake Forest, CA.