Jason A. Edwards
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Anthony Edwards, who also goes by Grayson Anthony, Jason Edwards, Jason A Edwards, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2009. Jason had worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7, Series 22, Series 6, Series 3, Series 24, Series 39 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - April 29, 2026
STRATEGIC ADVISERS LLC
June 28, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 17, 2023 - April 29, 2026
FIDELITY BROKERAGE SERVICES LLC
November 29, 2022 - December 2, 2022
TRITON PACIFIC SECURITIES, LLC
January 30, 2017 - February 9, 2017
QUEST CAPITAL STRATEGIES, INC.
January 27, 2017 - February 9, 2017
QUEST CAPITAL STRATEGIES, INC.
October 4, 2016 - December 31, 2016
QUEST CAPITAL STRATEGIES, INC.
September 30, 2016 - December 31, 2016
QUEST CAPITAL STRATEGIES, INC.
May 4, 2012 - June 22, 2012
NEWPORT COAST SECURITIES, INC.
May 4, 2012 - June 22, 2012
NEWPORT COAST SECURITIES, INC.
March 30, 2011 - January 5, 2012
WNC CAPITAL CORPORATION
June 25, 2009 - October 2, 2009
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 11/28/2022
General Securities Representative ExaminationCurrent Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
