Edwards Financial services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,000,000
Clients
410
Advisors
2
of 8 employees
About
Edwards Financial Services provides ongoing, discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages roughly $69 million for about 410 clients and offers investment management together with a waived, 20‑page financial planning blueprint available only to clients receiving portfolio management.
The firm documents client goals and risk tolerances in individualized Investment Policy Statements and pursues a long‑term trading approach supplemented by charting and technical analysis, with regular portfolio monitoring and asset‑allocation work. EFS generally limits investments to mutual funds, ETFs and insurance products (including annuities), and the brochure notes use of ETFs and other vehicles that may employ derivatives, leverage, or complex strategies and the additional risks those entail.
Compared with many peers, EFS has an unusually high client load per advisor—more than 200 clients per advisor—which can affect service capacity and delegation of responsibilities. Its advisory personnel also serve as registered representatives and licensed insurance agents and may receive commissions for securities or insurance sales; the firm discloses these conflicts, requires client disclosure and documents conflicts in the client file, and routes custody through a single institutional custodian that provides research and other program services.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,001+: 1.00%
Advisers or associated persons receive commissions from the sale of securities, insurance, and real estate products; commissions are not the primary source of compensation.
Main office
5494 Lake Howell Rd
Winter Park FL 32792
Advisors at this office
2
Most active in
California · Florida · Louisiana · New York · Texas
Also doing business as
Edwards Financial Services · Edwards Financial Services Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Nicole V
Series 63, Series 65
Winter Park, FL
Edwards Financial services
Nicole Verde is a financial advisor at Edwards Financial Services with Series 63 and Series 65 licenses. She has been with Edwards Financial Services since 2022 and has prior experience working at Calton & Associates, Inc., as well as roles in education at the University of Central Florida, Florida International University, and Doral Academy Preparatory School. Edwards Financial Services provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes technical and charting analysis within a long-term trading approach, managing portfolios primarily composed of mutual funds, ETFs, and insurance products on a discretionary basis.
Jason E
Series 63, Series 65
Winter Park, FL
Edwards Financial services
Jason Edwards is a financial advisor at Edwards Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edwards Financial Services since 2000, with additional experience at Calton & Associates, Inc. He serves as a board member for the Winter Park Chamber of Commerce, Florida Hospital, and Florida Citrus Sports. Edwards Financial Services provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses individualized investment policy statements and a long-term trading approach focused on mutual funds, ETFs, and insurance products while managing approximately $69 million for around 410 clients.
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