Bryan James Edwards

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 09/2010 → 03/2018
  First Citizens Bank
  Charlotte, NC
• 05/2018 → 12/2018
  Bank Of Ozk
  Charlotte, NC
• 12/2018 → 08/2019
  Unemployment
  Charlotte, NC
• 08/2019 → Present
  Raymond James Financial Services, Inc
  Charlotte, NC
• 08/2019 → Present
  Raymond James Financial Services Advisor, Inc
  Charlotte, NC
• 08/2019 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Charlotte, NC
• 09/2019 → Present
  Pinnacle Financial Partners/ Pinnacle Bank
  Charlotte, NC

Previous Registrations

• 2011-09-15 → 2018-03-06
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Charlotte, NC
  Raleigh, NC

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 1213 West Morehead Street, Charlotte, NC, 28208, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Advisor (LBA), refer potential investment clients to our RJFS Advisor's, no RJFS client accounts under my rep#

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-14
• S63 Uniform Securities Agent State Law Examination
  2010-12-17