AdFi
JE

Jason Edwards

Investment Adviser Representative at CALTON & ASSOCIATES, INC.

New York, NYCRD #4182788Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
20 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Edwards has worked in the securities industry since 2000. They are registered to provide investment advisory services in 20 U.S. states.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 20 states
ArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaLouisianaMarylandMichiganMissouriNew JerseyNew YorkNorth CarolinaOregonPennsylvaniaSouth CarolinaTennesseeTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/22/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 7/29/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/9/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.026
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Calton & Associates, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EDWARDS FINANCIAL SERVICESCurrent
5/19/2022New York, NY
CALTON & ASSOCIATES, INC.Current
11/4/2013Winter Park, FL
CALTON & ASSOCIATES, INC.Current
10/29/2013New York, NY
EB5 SELECT LLC
7/17/20149/10/2015Davenport, FL
QUESTAR ASSET MANAGEMENT, INC.
8/25/200611/19/2013Winter Park, FL
USALLIANZ SECURITIES, INC.
7/11/20056/16/2006Winter Park, FL
PRUDENTIAL FINANCIAL PLANNING SERVICES
6/13/20005/8/2002Winter Park, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Edwards has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jason Edwards - Financial Advisor in New York, NY | AdvisorFinder