Unclaimed Profile

Jason Michael Edwards

EB5 SELECT LLC·WINTER PARK, Florida

SIE, Series 6, Series 63, Series 65Clean record26 years registeredEB5 SELECT LLC

5494 LAKE HOWELL DR, WINTER PARK, FL 32792CRD# 4182788Firm CRD# 169818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Michael Edwards · WINTER PARK, FL

Registration

CRD #4182788 · EB5 SELECT LLC · 26 years registered

Brand Profile

Not yet started

Career History

EDWARDS FINANCIAL SERVICES

May 2022 – present

CALTON & ASSOCIATES, INC.

Nov 2013 – present

CALTON & ASSOCIATES, INC.

Oct 2013 – present

EB5 SELECT LLC

Jul 2014 – Sep 2015

DAVENPORT, FL

QUESTAR ASSET MANAGEMENT, INC.

Aug 2006 – Nov 2013

WINTER PARK, FL

USALLIANZ SECURITIES, INC.

Jul 2005 – Jun 2006

WINTER PARK, FL

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jun 2000 – May 2002

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · June 13, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EB5 SELECT LLC

CRD 169818 · SEC 801-79365

Employees

Total firm employees

Services offered by EB5 SELECT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EB5 SELECT LLC →

Introduction

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Frequently Asked Questions

What services does Jason Michael Edwards offer?

Jason Michael Edwards specializes in Investment Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Jason Michael Edwards's credentials?

Jason Michael Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Michael Edwards located?

Jason Michael Edwards is based in WINTER PARK, Florida, working with EB5 SELECT LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Jason Michael Edwards charge for services?

Jason Michael Edwards's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EB5 SELECT LLC?

EB5 SELECT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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