Matthew Scott Edwards

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 02/2018 → 01/2022
  Sonoma County Sheriff's Office
  Santa Rosa, CA
• 12/2013 → 02/2018
  Ukiah Police Department
  Ukiah, CA
• 02/2022 → 01/2024
  Lpl Financial Llc
  Tucson, AZ
• 01/2022 → Present
  Foster Financial Services
  Tucson, AZ
• 01/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2022-06-02 → 2024-01-31
  Lpl Financial Llc
  Windsor, CA
  Tucson, AZ
  Windsor, CA
  San Diego, CA

Other Businesses

(1) Life Insurance Agent; Not investment related; 310 S. Williams Blvd, Suite 180, Tucson, AZ 85711; Producer; Provide life insurance to clients that needs it as part of our planning process; Start 2023. (2) Foster Wealth Management; DBA Investment related; 310 S Williams Blvd, Ste 180, Tucson, AZ 85711; Financial Advisor; Financial Services; Start 1/1/2024; 160 hours/month, 160 hours/month during trading. (3) Foster Financial Services LLC; DBA; Investment Related; 310 S. Williams Blvd, Suite 180, AZ 85711;Financial Advisor; Financial Services; Start 1/1/24; 160 hours/month, 160 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-01
• S63 Uniform Securities Agent State Law Examination
  2022-03-23