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Janet S Edwards

JAMES REED FINANCIAL SERVICES, INC.·CLEVELAND, Ohio
SIE, Series 6, Series 7, Series 66Clean record6 years registeredJAMES REED FINANCIAL SERVICES, INC.
5885 LANDERBROOK DRIVE, CLEVELAND, OH 44124CRD# 3238795Firm CRD# 112179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janet S Edwards · CLEVELAND, OH
Registration
CRD #3238795 · JAMES REED FINANCIAL SERVICES, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

REED FINANCIAL SERVICES, INC.
Feb 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 66
Registration record
First registered · February 5, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JAMES REED FINANCIAL SERVICES, INC.
CRD 112179 · SEC 801-35002
AUM
$307M
Regulatory assets under management
Employees
12
1,150 client accounts
Services offered by JAMES REED FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JAMES REED FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Janet S Edwards offer?
Janet S Edwards specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Janet S Edwards's credentials?
Janet S Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janet S Edwards located?
Janet S Edwards is based in CLEVELAND, Ohio, working with JAMES REED FINANCIAL SERVICES, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Janet S Edwards charge for services?
Janet S Edwards's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES REED FINANCIAL SERVICES, INC.?
JAMES REED FINANCIAL SERVICES, INC. has approximately 12 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JAMES REED FINANCIAL SERVICES, INC.

James Myron Reed
CLEVELAND, OH
Evan Watson
CLEVELAND, OH
Amanda Elizabeth Lisachenko
CLEVELAND, OH
CFP

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