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JE

Jared Edwards

ROBINHOOD FINANCIAL
Lake Mary, FL
·CRD# 6443755·11 years experience

Professional Summary

Jared Edwards, who also goes by Jared Dawson Edwards, Jared Edwards, is a registered financial advisor currently at ROBINHOOD FINANCIAL, LLC located in Lake Mary, Florida and ROBINHOOD SECURITIES, LLC located in Lake Mary, Florida. Jared is registered as a RR (Registered Representative) and started their career in finance in 2015. Jared has worked at 5 firms and has passed the Series 66, Series 3, SIE, Series 7, Series 24, Series 9 and Series 4...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jared Dawson Edwards, Jared Edwards

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

ROBINHOOD FINANCIAL, LLC·CRD# 165998
BD
500 Colonial Center Pky Suite 100, Lake Mary, FL 32746
July 31, 2020 - Present
ROBINHOOD SECURITIES, LLC·CRD# 287900
BD
500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746
December 4, 2024 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Lone Tree, CO
September 3, 2019 - July 17, 2020
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Lone Tree, CO
August 2, 2018 - July 17, 2020
MICROVENTURE MARKETPLACE INC.·CRD# 152513
BD
Austin, TX
December 18, 2015 - November 22, 2017
EDWARD JONES·CRD# 250
RIA
Austin, TX
April 14, 2015 - December 7, 2015
EDWARD JONES·CRD# 250
BD
Austin, TX
March 24, 2015 - December 7, 2015

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Current Firm

RS
ROBINHOOD SECURITIES, LLC

ROBINHOOD SECURITIES, LLC

CRD#: 287900 / SEC#: 8-69916
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746

Mailing Address

500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746

Phone Number

(650) 761-7789

Established

Delaware since 10/27/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
ROBINHOOD MARKETS, INCMEMBER—
BILLINGS, MATTHEW JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER1915377
CAVALLARO, ANTHONY JOSEPHCHIEF COMPLIANCE OFFICER1607925
KELATI, DANIEL TCHIEF FINANCIAL OFFICER AND FINOP3103432
QUIRK, STEVEN MARKMANAGER2728768
SCHAFFER, VINCENTCHIEF OPERATING OFFICER5353999

Disclosures

Regulatory Event

2

Arbitration

3

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(7/31/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2019About the Series 66 exam

Series 3 — National Commodity Futures Examination

Passed Oct 2018About the Series 3 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2015About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2024About the Series 24 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Feb 2020About the Series 9 exam

Series 4 — Registered Options Principal Examination

Passed Oct 2019About the Series 4 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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