Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edwards has been in the financial services industry since 2000. Jason is currently registered with Calton & Associates, Inc. and Edwards Financial Services. Jason has a wide range of experience in the financial services industry, including investment services, insurance services, estate planning, and educational planning. Jason is a member of the Winter Park Chamber of Commerce, Florida Hospital, and Florida Citrus Sports. Jason has a Series 6, 63, and 65 licenses. Jason also has a SIE license. Jason's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/14/2021 - Present
Calton & Associates, Inc. (WINTER PARK FL)
FL
12/01/2006 - 11/19/2013
QUESTAR CAPITAL CORPORATION (WINTER PARK FL)
FL
11/21/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (WINTER PARK FL)
CA
04/30/2002 - 08/12/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
06/12/2000 - 05/08/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Edwards is the right advisor for you? Invested Better is here to help.
