Jeffrey S. Edwards

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CRD#: 6376829

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.

Jeffrey Scott Edwards, who also goes by Jeff Edwards, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2014. Jeffrey had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Edwards

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 9, 2015 - March 7, 2016

DYCHE WEALTH MANAGEMENT, INC

RIA

CRD#: 159708

FAYETTEVILLE, GA

Past

September 29, 2014 - November 21, 2014

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Fayetteville, GA

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".

DYCHE WEALTH MANAGEMENT, INC

CRD#: 159708 / SEC#: 801-126128

RIA

Registered Investment Advisory firm - (8/3/2022 Approved)

Georgia

Registered Investment Advisory firm - (9/14/2022 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 10/16/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/30/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/21/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/29/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DYCHE WEALTH MANAGEMENT, INC

CRD#: 159708 / SEC#: 801-126128

RIA

Registered Investment Advisory firm - (8/3/2022 Approved)

Georgia

Registered Investment Advisory firm - (9/14/2022 Terminated)

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Contact information

Main Address

335 N. Jeff Davis Drive, Fayetteville, GA 30214

Mailing Address

Phone number

(770) 461-8191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (SEPTEMBER 2025) (9/25/2025)

Regulatory assets under management

Total Number of Accounts	238
AUM (Assets Under Management)	$ 141,908,118

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
01/27/2025	Cover Page	Report
07/11/2024	Cover Page	Report
04/27/2023	Cover Page	Report

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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Jeffrey S. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DYCHE WEALTH MANAGEMENT, INC

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

DYCHE WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2014

Series 63

Date: 9/30/2014

SIE

Date: 11/21/2014

Series 6

Date: 9/29/2014

Current Firm

DYCHE WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DYCHE WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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