Crawford Brown Edwards

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 06/1989 → Present
  Martin Snow, Llp
  Macon, GA
• 12/2016 → 04/2024
  Lincoln Financial Advisors Corporation
  Macon, GA
• 04/2024 → Present
  Osaic
  Macon, GA

Previous Registrations

• 2017-01-09 → 2024-04-29
  Osaic Fa, Inc.
  Eatonton, GA
  Macon, GA
  Fort Wayne, IN
  Eatonton, GA
• 2013-09-06 → 2015-12-28
  Voya Financial Advisors, Inc.
  Macon, GA

Other Businesses

1. CRAWFORD BROWN EDWARDS, JR POSITION: Owner NATURE: Licensed Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/10/2018 ADDRESS: 4352 Old Club Rd, Macon GA 31210 DESCRIPTION: Consult and sell life insurance and annuities. 2. TAYLOR STEVENS FOUNDATION, INC. POSITION: CEO NATURE: Nonprofit corporation - Private foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1992 ADDRESS: 4352 Old Club Rd, Macon GA 31210 DESCRIPTION: Assist in the operation of the foundation. 3. WESLEY GLEN MINISTRIES, INC POSITION: Director NATURE: Nonprofit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2023 ADDRESS: 4580 N Mumford Rd, Macon GA 31210 DESCRIPTION: Director of a nonprofit providing services to disabled adults. 4. LOUISE B MATHEWS FOUNDATION, INC. POSITION: Director NATURE: Nonprofit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2004 ADDRESS: 205 W Church St., Ft. Valley GA 31030 DESCRIPTION: Oversee foundation operations. 5. ZARKS FAMILY FOUNDATION, INC. POSITION: Director NATURE: Nonprofit corporation - Private foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/31/1998 ADDRESS: Forsyth Rd, Macon GA 31210 DESCRIPTION: Assist with foundation operations. 6. BIG HOUSE FOUNDATION, INC POSITION: Chairman NATURE: Non-Profit Museum INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2010 ADDRESS: 2321 Vineville Ave., Maacon GA 31204 DESCRIPTION: Director 7. INGLESIDE FINANCIAL GROUP, LLC POSITION: Partner/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 2411 Ingleside Avenue, Macon GA 31204 DESCRIPTION: Advertising and marketing my investment advisory and insurance practice. 8. MERCER UNIVERSITY SCHOOL OF LAW POSITION: Adjunct professor NATURE: Nonprofit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/19/1999 ADDRESS: 1021 Georgia Ave., Macon GA 31207 DESCRIPTION: Teach estate planning and estate and gift tax law. 9. CRAWFORD BROWN EDWARDS, JR POSITION: Owner NATURE: Sole proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1988 ADDRESS: 4352 Old Club Rd, Macon GA 31210 DESCRIPTION: Attorney at law. Nonpracticing 10. CRAWFORD BROWN, LLC POSITION: Owner NATURE: LLC - Law practice. Currently licensed but inactive. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2017 ADDRESS: 4352 Old Club Rd, Macon GA 31210 DESCRIPTION: Licensed attorney at law. Currently, not practicing. 11. BING PROPERTIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2001 ADDRESS: 4352 Old Club Rd, Macon GA 31210 DESCRIPTION: Manage real property and collect rent. 12. TAYLOR STEVENS LAND PARTNERSHIP, LP / TAYLOR STEVENS LAND COMPANY, INC AS GENERAL PARTNER AND CHERRY STREET PROPERTIES, LLC AS A WHOLLY OWNED ENTITY / POSITION: Owner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1988 ADDRESS: 4352 Old Club Rd, Macon GA 31210 DESCRIPTION: Manage property and collect rent. 13. FAMILY TRUST POSITION: Co-Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1990 ADDRESS: 4352 Old Club Rd, Macon GA 31210 DESCRIPTION: Co-trustee of parent's trust.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-11

Other Names

• Crawford Brown Edwards