Nick A. Edwards

IMG WEALTH MANAGEMENT

JACKSONVILLE, FL 32216

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CRD#: 4451511

Professional summary

Nick Allen Edwards, CFP® is a registered financial advisor currently at IMG WEALTH MANAGEMENT, INC. located in Jacksonville, Florida.

Nick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nick has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Allen Edwards & Associates; Investment Related; Jacksonville, FL; Insurance products and sales; President/Insurance Agent; 03/2003; 40 hours/month and 40 hours/month during trading hours; Insurance products and sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nick Allen 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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

March 10, 2017 - Present

IMG WEALTH MANAGEMENT, INC.

Office #1: 8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216

RIA

CRD#: 285966

JACKSONVILLE, FL

Past

October 7, 2013 - February 28, 2017

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

JACKSONVILLE, FL

Past

October 7, 2013 - February 28, 2017

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

JACKSONVILLE, FL

Past

April 2, 2004 - October 7, 2013

VERITRUST FINANCIAL, LLC

RIA

CRD#: 106594

JACKSONVILLE, FL

Past

April 22, 2002 - October 7, 2013

VERITRUST FINANCIAL, LLC

CRD#: 106594

JACKSONVILLE, FL

Past

September 18, 2001 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

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".

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Florida

Registered Investment Advisory firm - (3/26/2024 Terminated)

Georgia

Registered Investment Advisory firm - (4/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/28/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(3/10/2017)

IAR

Texas
(4/26/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/17/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Florida

Registered Investment Advisory firm - (3/26/2024 Terminated)

Georgia

Registered Investment Advisory firm - (4/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/28/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2024 Terminated)

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Contact information

Main Address

8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216

Mailing Address

Phone number

(904) 731-9955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A & 2B SEC (9/19/2025)

Regulatory assets under management

Total Number of Accounts	1,239
AUM (Assets Under Management)	$ 201,210,616

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.

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Advisor Monitoring

Firm Stability Insights

Nick A. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nick Allen Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

VERITRUST FINANCIAL, LLC

VERITRUST FINANCIAL, LLC

ARAGON FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

IMG WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2004

Series 63

Date: 5/20/2004

SIE

Date: 2/28/2017

Series 7

Date: 7/14/2011

Series 6

Date: 9/17/2001

Current Firm

IMG WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMG WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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