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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

Jason Edwards

Advisor at EDWARDS FINANCIAL SERVICES

TAMPA, FL | WINTER PARK, FL | New York, NY

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Search this name across graphsid dfx:ria:a009725c-fe85-97b1-2b6f-7e20bf5acb63

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARDS FINANCIAL SERVICES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 13, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 5
Exams: S65|S63
First exam: Jul 29, 2004
First registration: Jun 13, 2000
Dual registered: yes, broker-dealer
Other names: JASON MICHAEL EDWARDS
IAPD individual key: 4182788

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARDS FINANCIAL SERVICES	State registered	May 19, 2022	n/a	yes	New York, NY\|WINTER PARK, FL	Current employment
CALTON & ASSOCIATES, INC.	Independent wealth	Nov 4, 2013	n/a	yes	New York, NY\|WINTER PARK, FL\|TAMPA, FL\|TAMPA, FL	Current employment
EB5 SELECT LLC	Former SEC adviser	Jul 17, 2014	Sep 10, 2015	no	DAVENPORT, FL	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 25, 2006	Nov 19, 2013	no	WINTER PARK, FL\|WINTER PARK, FL	Previous registration
USALLIANZ SECURITIES, INC.	n/a	Jul 11, 2005	Jun 16, 2006	no	PORT RICHEY, FL\|WINTER PARK, FL\|WINTER PARK, FL\|ORLANDO, FL	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jun 13, 2000	May 8, 2002	no	WINTER PARK, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EB5 SELECT LLC	EDWARDS FINANCIAL SERVICES	Sep 10, 2015	May 19, 2022	2,443	Firm change after gap	Other
QUESTAR ASSET MANAGEMENT, INC.	CALTON & ASSOCIATES, INC.	Nov 19, 2013	Nov 4, 2013	-15	Firm change	Other
USALLIANZ SECURITIES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Jun 16, 2006	Aug 25, 2006	70	Bulk transfer	Other
PRUCO SECURITIES, LLC	USALLIANZ SECURITIES, INC.	May 8, 2002	Jul 11, 2005	1,160	Firm change after gap	Other

Relationships

Registered with (6)

→ EDWARDS FINANCIAL SERVICESRegistered adviserregistration: current employment
May 19, 2022 to presentfactForm ADV
→ CALTON & ASSOCIATES, INC.Registered adviserregistration: current employment
Nov 4, 2013 to presentfactForm ADV
→ EB5 SELECT LLCRegistered adviserregistration: previous registration
Jul 17, 2014 to Sep 10, 2015factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 25, 2006 to Nov 19, 2013factForm ADV
→ USALLIANZ SECURITIES, INC.Registered adviserregistration: previous registration
Jul 11, 2005 to Jun 16, 2006factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jun 13, 2000 to May 8, 2002factForm ADV

Dated events

No dated event names this entity yet.