Nick Allen Edwards

Employer firm

Img Wealth Management, Inc. CRD 285966

$210M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Allen Edwards & Assoc.
  Jacksonville, FL
• 10/2013 → 03/2017
  Planmember Securities Corporation/ Investment Management Grou
  Carpinteria, CA
• 03/2003 → Present
  Allen Edwards & Associates, Inc.
  Jacksonville,, FL
• 03/2017 → Present
  Img Wealth Mangement, Inc.
  Jacksonville, FL
• 03/2017 → 07/2021
  Img Wealth Management, Inc.
  Jacksonville, FL

Previous Registrations

• 2013-10-07 → 2017-02-28
  Planmember Securities Corporation
  Jacksonville, FL
  Oviedo, FL
• 2004-04-02 → 2013-10-07
  Veritrust Financial, Llc
  Austin, TX
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

Allen Edwards & Associates; Investment Related; Jacksonville, FL; Insurance products and sales; President/Insurance Agent; 03/2003; 40 hours/month and 40 hours/month during trading hours; Insurance products and sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-20
• S63 Uniform Securities Agent State Law Examination
  2004-05-20

Designations

• Certified Financial Planner