Dwiyana Edwards (CRD# 7194834) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Oxford, FL and has 1 year of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | Feb 2024 - Current | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Oct 2019 - Current | 4 |
| Atlantic Sun Financial Group | Oxford, FL | Oct 2019 - Apr 2024 | 4 |
| Easy Street | Ocala, FL | Oct 2017 - May 2021 | 3 |
| Marion County School Board | Ocala, FL | Apr 2018 - Mar 2020 | 1 |
| None | Ocala, FL | May 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- FL
-
Total Assets Under Management5,736MILLIONS
-
Total Number of Accounts25,612ACCOUNTS
-
Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- 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
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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