Jason Edwards

Employer firm

Edwards Financial Services CRD 150517

$69.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2013 → Present
  Calton & Associates, Inc.
  Tampa, FL
• 12/2000 → Present
  Edwards Financial Services
  Winter Park, FL
• 03/2022 → Present
  Edwards Financial Services
  Winter Park, FL

Previous Registrations

• 2014-07-17 → 2015-09-10
  Eb5 Select Llc
  Davenport, FL
• 2006-08-25 → 2013-11-19
  Questar Asset Management, Inc.
  Winter Park, FL
  Winter Park, FL
• 2005-07-11 → 2006-06-16
  Usallianz Securities, Inc.
  Port Richey, FL
  Winter Park, FL
  Winter Park, FL
  Orlando, FL
• 2000-06-13 → 2002-05-08
  Pruco Securities, Llc.
  Winter Park, FL

Other Businesses

No. 1) Name of Business: Edwards Financial Services. Investment related. Address: 5494 Lake Howell Rd., Winter Park, FL 32792. Nature of Business: DBA for Insurance Services. Position/Title/Relationship: Partner. Start Date: 12/29/1999. Hours per month: 35. Hours per month during Securities trading hours: 25. Duties/Responsibilities: Investment services, insurance services, estate planning, educational planning. No. 2) Name of Business: Winter Park Chamber of Commerce, Florida Hospital, Florida Citrus Sports. Non-Investment related. Address: 671 Winyah Dr., Orlando, FL 32803. Nature of Business: Board Member. Position/Title/Relationship: Board Member. Start Date: 01/01/2004. Hours per month: 1-3. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Board Member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-22
• S63 Uniform Securities Agent State Law Examination
  2004-07-29

Other Names

• Jason Michael Edwards