Nick
Edwards

Img Wealth Management, Inc

CRD#4451511
Investment Advisor
in Jacksonville, FL

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About this Advisor

Nick Edwards is a financial advisor based in Jacksonville, Florida, working with Img Wealth Management, Inc. Nick has previously held positions at Allen Edwards & Assoc, Planmember Securities Corporation/Investment Management Group, Allen Edwards & Associates, Inc, Img Wealth Management, Inc, and Img Wealth Management, Inc. Nick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Nick is part of Img Wealth Management, Inc, which operates out of Jacksonville, Florida. The firm has 7 employees and manages assets totaling $119.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Img Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8771 Perimeter Park Ct. Suite 102
Jacksonville, FL 32216

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Img Wealth Management, Inc Brokerage Details

Total Assets Under Management

$119,919,992

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

1,064

FL Average: 2,474
Average Account Size

$112,707

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Nick Edwards Work History

2017 - Present (7 years)

Img Wealth Mangement, Inc

2003 - Present (21 years)

Allen Edwards & Assoc

2003 - Present (21 years)

Allen Edwards & Associates, Inc

2017 - 2021 (4 years)

Img Wealth Management, Inc

2013 - 2017 (4 years)

Planmember Securities Corporation/ Investment Management Grou

Disclosures

Please visit the SEC profile of Nick Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Img Wealth Management, Inc

Chad Bunnell
Jacksonville, FL
Nathan Edwards
Jacksonville, FL
Nicholas Coutros
Jacksonville, FL
Michael Steele
Jacksonville, FL
Nick Riscigno
Jacksonville, FL
Nick Edwards
Jacksonville, FL
Philip Detlefs
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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