Jamie C. Edwards

MYECFO

La Jolla, CA

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CRD#: 7287285

Professional summary

Jamie Chi Edwards is a registered financial advisor currently at MYECFO located in La Jolla, California.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jamie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

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

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

August 17, 2020 - Present

MYECFO

RIA

CRD#: 166919

La Jolla, CA

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".

MYECFO

MYECFO | MYECFO, LLC

CRD#: 166919 / SEC#: 801-120679

RIA

Registered Investment Advisory firm - (7/28/2021 Approved)

California

Registered Investment Advisory firm - (3/23/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2022 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/17/2020)

IAR

Texas
(3/25/2022)

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: 8/7/2020

Uniform Investment Adviser Law Examination

Current Firm

MYECFO

MYECFO | MYECFO, LLC

CRD#: 166919 / SEC#: 801-120679

RIA

Registered Investment Advisory firm - (7/28/2021 Approved)

California

Registered Investment Advisory firm - (3/23/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2022 Terminated)

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Contact information

Main Address

La Jolla, CA

Mailing Address

Phone number

(650) 231-4609

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B - MICHAEL ROBERT MUNSON (3/3/2025)

ADV PART 2B - MARTIN RAUL CURIEL (3/3/2025)

ADV PART 2B - ROGER G. CHEN (3/3/2025)

ADV PART 2B - YULIANA MENDEZ (3/3/2025)

ADV PART 2B - JAMIE EDWARDS (3/3/2025)

ADV PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 211,316,905

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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Jamie C. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MYECFO

Primary Firm SEC Registration

MYECFO

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2020

Current Firm

MYECFO

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MYECFO

TRUST BUT VERIFY

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