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Edward Francis Jurgielewicz

Upbeat Wealth

Los Angeles, CA

New Orleans, LA

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Current Employers
Upbeat Wealth

2831 St Claude Ave, New Orleans, LA 70117 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-08-16
CA RA APPROVED 2024-08-08
NY RA APPROVED 2024-08-08
TX RA APPROVED 2024-08-08
  • LA RA
    APPROVED
    Since 2024-08-16
  • CA RA
    APPROVED
    Since 2024-08-08
  • NY RA
    APPROVED
    Since 2024-08-08
  • TX RA
    APPROVED
    Since 2024-08-08

Branch Locations

Los Angeles, CA • United States

2831 St Claude Ave, New Orleans, LA 70117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc New Orleans LA 09/2016 04/2021
New York Life Insurance Company New Orleans LA 04/2016 04/2021
E. Francis Financial, Llc New Orleans LA 08/2019 09/2019
Eagle Strategies Llc New Orleans LA 09/2019 04/2021
Facet Wealth, Inc. Baltimore MD 05/2021 04/2022
Upbeat Wealth New Orleans LA 08/2024 Present
Facet Wealth, Inc Baltimore MD 04/2022 08/2024
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-10
S63 Uniform Securities Agent State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2019-08-10
  • S63 Uniform Securities Agent State Law Examination
    2016-09-30
Designations
Other Names
  • Eddy Jurgielewicz

View on SEC IAPD

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