Edward Francis Jurgielewicz

Employer firm

Upbeat Wealth CRD 314880

$14.6M regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 09/2016 → 04/2021
  Nylife Securities Llc
  New Orleans, LA
• 04/2016 → 04/2021
  New York Life Insurance Company
  New Orleans, LA
• 08/2019 → 09/2019
  E. Francis Financial, Llc
  New Orleans, LA
• 09/2019 → 04/2021
  Eagle Strategies Llc
  New Orleans, LA
• 05/2021 → 04/2022
  Facet Wealth, Inc.
  Baltimore, MD
• 08/2024 → Present
  Upbeat Wealth
  New Orleans, LA
• 04/2022 → 08/2024
  Facet Wealth, Inc
  Baltimore, MD

Previous Registrations

• 2022-03-30 → 2024-08-06
  Facet
  Los Angeles, CA
  New Orleans, LA
  West Palm Beach, FL
  Los Angeles, CA
• 2019-09-11 → 2021-05-07
  Eagle Strategies Llc
  New Orleans, LA
  New Orleans, LA

Exams

• S66 Uniform Combined State Law Examination
  2019-08-10
• S63 Uniform Securities Agent State Law Examination
  2016-09-30

Designations

• Certified Financial Planner

Other Names

• Eddy Jurgielewicz