James Edward Eastwood

Employer firm

Amfg Wealth Management LLC CRD 292160

$58.7M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2015 → 12/2016
  Usa Financial Securities
  Ada, MI
• 08/2000 → Present
  J Edward Group
  Westlake, OH
• 07/2015 → 09/2018
  American United Life
  Westlake, OH
• 03/2017 → 09/2018
  Oneamerica Securities
  Westlake, OH
• 10/2019 → 09/2021
  Allstate Insurance Co
  Westlake, OH
• 09/2018 → 09/2019
  Unemployed
  North Olmsted, OH
• 03/2026 → Present
  Amfg Wealth Management Llc
  Westlake, OH

Previous Registrations

• 2021-10-13 → 2023-02-28
  Gradient Advisors, Llc
  Cleveland, OH
  Arden Hills, MN
• 2019-10-21 → 2021-09-03
  Allstate Financial Advisors, Llc
  Westlake, OH
• 2017-03-22 → 2018-06-12
  Oneamerica Securities, Inc.
  Westlake, OH
• 2015-03-10 → 2016-12-22
  Usa Financial Securities Llc
  Westlake, OH
  Westlake, OH
  Ada, MI
• 2013-10-04 → 2014-10-23
  Ameriprise Financial Services, Llc
  Independence, OH
• 2009-01-21 → 2010-08-05
  Park Avenue Securities Llc
  Beachwood, OH
  Westlake, OH
  Westlake, OH
  Beachwood, OH
• 2007-09-26 → 2008-08-05
  Msi Financial Services, Inc.
  Broadview Heights, OH
  Westlake, OH
• 2002-01-02 → 2007-07-27
  Spc
  Beachwood, OH

Other Businesses

J EDWARD GROUP, INC POSITION: President NATURE: Insurance sales from 2001 - 2018 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2001 ADDRESS: Box 45608, Westlake OH 44145, United States DESCRIPTION: Service performed on a periodic basis for clients who purchased fixed insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-07
• S63 Uniform Securities Agent State Law Examination
  1987-02-17

Designations

• Certified Financial Planner

Other Names

• Jim Eastwood