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Jason Edwards
JASON MICHAEL EDWARDS
CRD#: 4182788
IA
B
EDWARDS FINANCIAL SERVICESCRD#: 150517 5494 LAKE HOWELL DR.
WINTER PARK, FL 32792
WINTER PARK, FL 32792
CALTON & ASSOCIATES, INC.CRD#: 20999 5494 LAKE HOWELL RD
WINTER PARK, FL 32792
WINTER PARK, FL 32792
0
Disclosures
24
Years of Experience
View By:
State Registrations
B
Arizona 5/25/2022
B
New Jersey 10/29/2013
B
California 10/29/2013
B
New York 10/29/2013
B
Colorado 6/1/2022
IA
New York 2/14/2021
B
Connecticut 4/10/2015
B
North Carolina 10/28/2015
B
District of Columbia 5/4/2022
B
Oregon 5/3/2022
B
Florida 11/4/2013
B
Pennsylvania 11/19/2013
IA
Florida 11/4/2013
B
South Carolina 10/4/2021
B
Georgia 4/18/2022
B
Tennessee 4/28/2022
B
Louisiana 10/29/2013
B
Texas 11/1/2016
B
Maryland 5/3/2022
IA
Texas 5/19/2022
B
Michigan 5/2/2022
B
Virginia 4/28/2022
B
Missouri 11/14/2013
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 5/19/2022
IA
Registered with this firm since 11/4/2013
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Registered with this firm since 10/29/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/17/2014 - 09/10/2015 | DAVENPORT, FL | |
IA | 08/25/2006 - 11/19/2013 | WINTER PARK, FL | |
B | 12/01/2006 - 11/19/2013 | WINTER PARK, FL | |
B | 11/21/2003 - 12/01/2006 | WINTER PARK, FL | |
IA | 07/11/2005 - 06/16/2006 | WINTER PARK, FL | |
B | 04/30/2002 - 08/12/2003 | EL SEGUNDO, CA | |
IA | 06/13/2000 - 05/08/2002 | WINTER PARK, FL | |
B | 06/12/2000 - 05/08/2002 | NEWARK, NJ |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.