Janet
Edwards
Reed Financial Services, Inc
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About this Advisor
Janet Edwards is a financial advisor working out of Cleveland, Ohio with a total of 3 years of industry experience. Edwards currently works for Reed Financial Services, Inc. Over the course of their career, they have held roles at Apw Capital, Inc, James Reed Financial Services, Inc and Reed Financial Services. Edwards holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Reed Financial Services, Inc is an advisory firm that has its headquarters in Cleveland, OH. The firm has a total of 12 financial advisors. It administers $271 million in assets under management across its 1,165 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,165 accounts, 27% belong to high-net-worth clients who have at least $1 million in investable assets. Reed Financial Services, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees depend on the type of financial services. Fees charged by Reed Financial Services, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Reed Financial Services, Inc Brokerage Details
$271,329,508
12
1,165
$232,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Janet Edwards Work History
Janet has been registered as a financial advisor for 3 years.*
James Reed Financial Services, Inc
Apw Capital, Inc
Reed Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Janet 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 Reed Financial Services, Inc
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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