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JE

Jared Edwards

ROBINHOOD FINANCIAL
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 6443755
JE

Professional summary

Jared Edwards, who also goes by Jared Dawson Edwards, Jared Edwards, is a registered financial professional 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 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jared Dawson Edwards | Jared 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) - BD

Click below to view Jared Edwards's 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®
None

Experience

Current

July 31, 2020 - Present

ROBINHOOD FINANCIAL, LLC

Office #1: 500 Colonial Center Pky Suite 100, Lake Mary, FL 32746
BD
CRD#: 165998
Lake Mary, FL
Current

December 4, 2024 - Present

ROBINHOOD SECURITIES, LLC

Office #1: 500 Colonial Center Parkway Suite 100, Lake Mary, FL 32746
BD
CRD#: 287900
Lake Mary, FL
Past

September 3, 2019 - July 17, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

August 2, 2018 - July 17, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

December 18, 2015 - November 22, 2017

MICROVENTURE MARKETPLACE INC.

BD
CRD#: 152513
AUSTIN, TX
Past

April 14, 2015 - December 7, 2015

EDWARD JONES

RIA
CRD#: 250
AUSTIN, TX
Past

March 24, 2015 - December 7, 2015

EDWARD JONES

BD
CRD#: 250
AUSTIN, TX

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(7/31/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/3/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 10/25/2018
National Commodity Futures Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/6/2024
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/14/2020
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/3/2019
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RS
ROBINHOOD SECURITIES, LLC
ROBINHOOD SECURITIES, LLC

CRD#: 287900 / SEC#: , 8-69916

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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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
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
ROBINHOOD MARKETS, INCMEMBER
BILLINGS, MATTHEW JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER1915377
CAVALLARO, ANTHONY JOSEPHCHIEF COMPLIANCE OFFICER1607925
GALVIN, SCOT SEANCHIEF OPERATING OFFICER, AND PRINCIPAL OPERATIONS OFFICER3226179
KELATI, DANIEL TCHIEF FINANCIAL OFFICER AND FINOP3103432
QUIRK, STEVEN MARKMANAGER2728768
SUBRAMANIAN, SIVARAMAKRISHNANMANAGER7339479

Disclosures

Regulatory Event2
Arbitration3

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.

Company Information

ROBINHOOD SECURITIES, LLC

CRD#: 287900Lake Mary, FL 32746

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