Unclaimed
Jada Edwards is a financial advisor with Osaic Wealth, Inc. Jada has been in the financial industry for over 20 years, and she has a deep understanding of investment strategies and financial planning. Jada provides a range of services to her clients, including financial planning, retirement planning, college savings, and estate planning. Jada is committed to providing her clients with personalized service and helping them achieve their financial goals. Jada has a strong track record of success, and her clients appreciate her knowledge, experience, and commitment to their financial well-being. Jada is also a member of the Rotary Club of Gautier, Mississippi, and is active in the community.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MS
06/14/2024 - Present
Osaic Wealth, Inc. (GAUTIER MS)
MS
08/20/2020 - 06/14/2024
SECURITIES AMERICA, INC. (OCEAN SPRINGS MS)
MS
05/10/2013 - 09/09/2020
LPL FINANCIAL LLC (GAUTIER MS)
MS
10/28/2005 - 05/10/2013
EDWARD JONES (GAUTIER MS)
IN
03/28/2002 - 09/21/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MA
05/11/2001 - 04/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/11/2001 - 04/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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