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924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-16 |
Branch Locations
924 Westpoint Parkway Suite 100, Westlake, OH 44145 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities | Ada | MI | 03/2015 | 12/2016 |
| J Edward Group | Westlake | OH | 08/2000 | Present |
| American United Life | Westlake | OH | 07/2015 | 09/2018 |
| Oneamerica Securities | Westlake | OH | 03/2017 | 09/2018 |
| Allstate Insurance Co | Westlake | OH | 10/2019 | 09/2021 |
| Unemployed | North Olmsted | OH | 09/2018 | 09/2019 |
| Amfg Wealth Management Llc | Westlake | OH | 03/2026 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-17 |
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