Jason Edwards
Investment Adviser Representative at Calton & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Edwards is an investment adviser representative with Calton & Associates, Inc. in New York, NY, where they have been registered since 2013. They have worked in the securities industry since 2000 and have been registered with 5 firms, including Eb5 Select LLC and Questar Asset Management, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California, Florida, Louisiana, New York, and Texas.
Registrations & licenses
- Investment adviser:
- California, Florida, Louisiana, New York, Texas
- Broker:
20 states and territories
Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Calton & Associates, Inc.Oct 2013 – no end date reportedTampa, FL
- Edwards Financial servicesDec 2000 – no end date reportedwinter park, FL
- Edwards Financial ServicesMar 2022 – no end date reportedWinter Park, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Calton & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.026
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, insurance, and financial planning services; supports transactional, Hybrid BD/RIA, and Corporate RIA business models
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 153
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Tampa, FL
- Founded:
- 1987
- SEC file number:
- 801-70036
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at Calton & Associates, Inc.
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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.
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