Jeffrey Edman

Jeffrey Edman serves as Senior Resident Director in the Sioux Falls, South Dakota office of Merrill, a role he has held since 1998. He has been a Financial Advisor with Merrill since 1996 and has over 30 years of experience in the financial services industry. Jeff focuses on delivering comprehensive wealth management solutions that help clients achieve their financial goals at all stages of life, from college education planning to retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a broad range of Merrill model portfolios and third-party investment options.

Jeff holds a Bachelor of Arts degree in Business Management from the University of South Dakota. He also maintains Series 7, Series 9, Series 10, and Series 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. His professional recognition includes being named to Barron's "Top 1,000 Financial Advisors" list in 2010 and 2011, as well as being part of The Edman Group, which was included in the 2023 Forbes "Best-in-State Wealth Management Teams" list.

Outside of his professional activities, Jeff’s personal interests include basketball, boating, football, golfing, hunting, reading, skiing, swimming, traveling, and spending time with his family.