James Bradford Edleman

Current Employers

Employment History

• 03/2012 → Present
  American United Life
  Santa Ana, CA
• 03/2014 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2012-04-10 → 2014-04-03
  Oneamerica Securities, Inc.
  Newport Beach, CA
• 2006-04-18 → 2012-04-18
  Equitable Advisors, Llc
  Irvine, CA
• 2005-02-21 → 2005-09-22
  Wells Fargo Investments, Llc
  La Verne, CA

Other Businesses

NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH, LTC, INDEXED ANNUITIES)**OWNER/PRESIDENT: JBE FINANCIAL - INSURANCE SALES DAVE RAMSEY SMARTVESTOR PRO POSITION: advisor NATURE: buying leads & selling products to such leads INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/27/2021 ADDRESS: 500 N State College ste 1100, Orange CA 92865, United States DESCRIPTION: same duties as any other clients RENTAL PROPERTY POSITION: owner NATURE: people giving me money to stay in my cabin INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 254 Moreno Lane, Sugarloaf CA 92386, United States DESCRIPTION: messaging the guests on the air bnb app to get them checked in & out of the cabin. Calling contractors when repairs are needed. JBELA REAL ESTATE PARTNERSHIP POSITION: Partner INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 2021-05-14 ADDRESS: 254 Moreno Lane, Sugarloaf CA 92386, United States DESCRIPTION: Rental Income to offset property cost. Short term rental PACIFIC WAY WEALTH MANAGEMENT Position: Founder NATURE: DBA, Pacific Way Wealth Management, INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2023 ADDRESS: 301 Forest Ave suite B-2, Laguna Beach, CA 92651 DESCRIPTION: DBA for GWN Securities NEID'S HOTEL INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "5348 Butler St, , Pittsburgh, PA, 15201, United States", NATURE: Hospitality, POSITION: Partner, START DATE: 2/18/2025, 0 hours per month, 0 hours per month during trading hours, DESCRIPTION: "Investing in the renovation & reopening of historic hotel/bar/restaurant in Pittsburgh PA Buying 1.5% share in the business, compensation will be a dividend payed as percentage of the profit."

Exams

• S66 Uniform Combined State Law Examination
  2005-02-18