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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 a financial advisor at Fidelity Personal and Workplace Advisors. Jason has been in the financial services industry since 2007 and holds a Series 7, Series 6, Series 22, Series 3, Series 30, Series 39, and Series 24 licenses. Jason also holds Series 63, Series 65, and Series 66 licenses.
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
CA
06/28/2023 - Present
Fidelity Personal AND Workplace Advisors (IRVINE CA)
CA
11/29/2022 - 12/02/2022
TRITON PACIFIC SECURITIES, LLC (IRVINE CA)
CA
01/27/2017 - 02/09/2017
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
09/30/2016 - 12/31/2016
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
05/04/2012 - 06/22/2012
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
CA
03/30/2011 - 01/05/2012
WNC CAPITAL CORPORATION (IRVINE CA)
CA
06/25/2009 - 10/02/2009
PRUCO SECURITIES, LLC. (IRVINE CA)
BOTH
Issued 11/30/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2011
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 09/03/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 11/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/09/2007
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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