Jason Edwards (CRD# 5227812) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Westlake, TX | Mar 2023 - Current | 1 |
Triton Pacific Securities, LLC | Dana Point, CA | Nov 2022 - Dec 2022 | < 1 |
Job Search | Irvine, CA | Jul 2022 - Oct 2022 | < 1 |
Nationstar Mortgage Dba Gold Coast Capital | Lewisville, TX | Jun 2013 - Jun 2022 | 9 |
Quest Capital Strategies, Inc. | Lake Forest, CA | Jan 2017 - Jun 2017 | < 1 |
Quest Capital Strategies, Inc. | Lake Forest, CA | Aug 2016 - Dec 2016 | < 1 |
Dlj Financial | Costa Mesa, CA | Mar 2016 - Oct 2016 | < 1 |
Realty One | Huntington Beach, CA | Aug 2015 - Mar 2016 | < 1 |
Specialty Assets International LP | Yorba Linda, CA | Oct 2012 - Dec 2015 | 3 |
Intelliloan | Irvine, CA | Feb 2015 - May 2015 | < 1 |
Stonegate Mortgage Corporation | Lake Forest, CA | Nov 2014 - Feb 2015 | < 1 |
Sabal Inc. | Newport Beach, Ca, CA | Jul 2014 - Sep 2014 | < 1 |
Realty One | Irvine, CA | Apr 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2022 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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