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 health mind and body and considers himself an ardent amateur chef. He is a veracious reader of both fiction and history.

Jeffrey and his wife Corey reside in Orange Park Acres, CA with their two dogs. Their son Nathan recently graduate from Grand Canyon University in Phoenix, AZ. They are members of Saddlebrook Church in Lake Forest, CA.

Jeffrey is a Certified Financial Planner and holds his Series 7, 63, & 66