Justin R. 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.
Justin R Edwards, CFP®, who also goes by Justin Ray Edwards, was a registered financial professional .
Justin is a previously registered financial professional and started their career in finance in 2011. Justin had worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2011
Experience
October 4, 2013 - December 2, 2022
J.R. EDWARDS FINANCIAL PLANNING, LLC
August 16, 2011 - October 17, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 8, 2011 - October 17, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
Current Firm
J.R. EDWARDS FINANCIAL PLANNING, LLC
CRD#: 166678 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 2,826,901 |
Red Flags
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