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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edwards is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jason has been in the financial services industry since 2019. Jason holds FINRA Series 66, 9, 10, 7 and SIE registrations. Jason is currently registered in 54 states and is also an Investment Advisor Representative in Arizona and Texas. Fidelity Personal And Workplace Advisors has been in business for over 70 years and has over 15,000 employees. The firm has assets under management of over $818 billion. Fidelity Personal And Workplace Advisors provides financial planning, educational seminars, and portfolio management services to individual and business clients.
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.
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.
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2
AZ
01/13/2022 - Present
Fidelity Personal AND Workplace Advisors (SURPRISE AZ)
MI
11/06/2018 - 01/22/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Allen Park MI)
BOTH
Issued 11/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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