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JE

Janet S. Edwards

REED FINANCIAL SERVICES
Cleveland, OH 44124
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CRD#: 3238795
JE

Professional summary


Janet S Edwards, who also goes by Janet Sue Edwards, Janet Sue Evans Edwards, Janet Sue Evans, Janet Evans, is a registered financial advisor currently at REED FINANCIAL SERVICES, INC. located in Cleveland, Ohio and APW CAPITAL, INC. located in Cleveland, Ohio.

Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Janet has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Janet Sue Edwards | Janet Sue Evans Edwards | Janet Sue Evans | Janet Evans

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-JAMES REED FINANCIAL SERVICES, INC.; Investment related; 5885 Landerbrook Drive, Suite 110, Cleveland, OH; SEC Registered Investment Advisory firm; Investment related; Investment Advisor Representative/Manager of Client Relations; Start date: 03/2012;Client service on a daily basis. 2-APW CAPITAL, INC; Investment-related; Rockaway, NJ; Broker Dealer firm; Registered Assistant; Start Date: 05/2017; Client Service on a daily basis.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Janet S Edwards's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 5, 2020 - Present

REED FINANCIAL SERVICES, INC.

Office #1: 5885 Landerbrook Drive Suite 110, Cleveland, OH 44124
RIA
CRD#: 112179
Cleveland, OH
Current

June 9, 2015 - Present

APW CAPITAL, INC.

Office #1: 5885 Landerbrook Dr., Suite 110, Cleveland, OH 44124
BD
CRD#: 43814
Cleveland, OH
Past

October 12, 2006 - July 16, 2007

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

April 27, 2001 - September 29, 2006

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
CLEVELAND, OH
Past

July 30, 1999 - September 17, 1999

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
REED FINANCIAL SERVICES, INC.
JAMES REED FINANCIAL SERVICES, INC. | REED JAMES FINANCIAL SERVICES INC | REED FINANCIAL SERVICES, INC.

CRD#: 112179 / SEC#: 801-35002

RIA
Registered Investment Advisory firm - (8/17/1989 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(6/10/2015)
IAR
Ohio
(2/5/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2020
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


RF
REED FINANCIAL SERVICES, INC.
JAMES REED FINANCIAL SERVICES, INC. | REED JAMES FINANCIAL SERVICES INC | REED FINANCIAL SERVICES, INC.

CRD#: 112179 / SEC#: 801-35002

RIA
Registered Investment Advisory firm - (8/17/1989 Approved)
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Contact information


Main Address
5885 Landerbrook Drive Suite 110, Cleveland, OH 44124
Mailing Address
Phone number
(216) 464-2090
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (6 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JAMES REED FINANCIAL SERVICES, INC. FORM ADV PART 2A (3/18/2025)

Regulatory assets under management


Total Number of Accounts1,143
AUM (Assets Under Management)$ 345,805,007

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REED FINANCIAL SERVICES, INC.

CRD#: 112179Cleveland, OH 44124

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