Best Investors Account Sign in
Inactive

Jamie Chi Edwards

Myecfo

Edgewood, WA

La Jolla, CA

CRD 7287285

Claim This Profile
Employer firm

Myecfo CRD 166919

$263M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • BOOKKEEPING, TAX FILING, STRATEGY CONSULTING, FAMILY OFFICE MANAGEMENT, PAYROLL

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

Current Employers
Myecfo

La Jolla, CA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-12-04
TX RA APPROVED 2022-03-25
CA RA APPROVED 2020-08-17
  • WA RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED
    Since 2022-03-25
  • CA RA
    APPROVED
    Since 2020-08-17

Branch Locations

Edgewood, WA • United States

La Jolla, CA • 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
Myecfo La Jolla CA 08/2020 Present
Homemaker Bothell WA 02/2015 07/2020
  • 08/2020 → Present
    Myecfo
    La Jolla, CA
  • 02/2015 → 07/2020
    Homemaker
    Bothell, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-07
  • S65 Uniform Investment Adviser Law Examination
    2020-08-07

View on SEC IAPD

More in Edgewood, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor