Skip Navigation
MassMutual financial professional.

Jeffrey E. Edwardsemail

Lenox Advisors - Los Angeles

444 S. Flower Street Suite 4200
Los Angeles, CA 90071

  • Professional Story

    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

    Education

    California State University at Long Beach (1995-1997)
    University of California, Irvine (2010-2011)

    Affiliations & Memberships

    FINRA, FPA

    Community Involvement

    Saddleback Church

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Financial Planning ®
    • Business Owners


Check the background of this investment professional on FINRA's BrokerCheck

See Jeffrey’s Licenses and Disclosures

Connect with Jeffrey

*Fields are required

First Name is Required
Last Name is Required
Email is Required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.