Jason Edwards
Jason Edwards is a registered investment advisor at Edwards Financial Services, based in Winter Park, FL, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
5494 Lake Howell Rd, Winter Park, FL, 32792
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a partner at Edwards Financial Services, an insurance services DBA, dedicating about a quarter of his time to investment services, insurance services, estate planning, and educational planning. He also serves as a board member for the Winter Park Chamber of Commerce, Florida Hospital, and Florida Citrus Sports, spending minimal time on this activity.
Employment History
Current Registrations
Edwards Financial Services
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Eb5 Select LLC
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Walnut Street Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.