Janet
Edwards

Reed Financial Services, Inc

CRD#3238795
Investment Advisor
in Cleveland, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Janet Edwards is a financial advisor based in Cleveland, Ohio, working with Reed Financial Services, Inc. Janet has previously held positions at Apw Capital, Inc, James Reed Financial Services, Inc, and Reed Financial Services. Janet has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Janet is part of Reed Financial Services, Inc, which operates out of Cleveland, Ohio. The firm has 1 office and 12 employees. The firm manages assets totaling $307.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Reed Financial Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5885 Landerbrook Drive Suite 110
Cleveland, OH 44124

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Reed Financial Services, Inc Brokerage Details

Total Assets Under Management

$307,389,541

OH Average: $2,106,341,625
Total Number of Employees

12

OH Average: 34
Total Number of Accounts

1,150

OH Average: 1,972
Average Account Size

$267,295

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Janet Edwards Work History

2020 - Present (4 years)

James Reed Financial Services, Inc

2015 - Present (9 years)

Apw Capital, Inc

2012 - Present (12 years)

Reed Financial Services

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

Evan Watson
Cleveland, OH
Janet Edwards
Cleveland, OH
Colleen Cleary
Cleveland, OH
Liam Studt
Cleveland, OH
Amanda Lisachenko
Cleveland, OH
James Reed
Cleveland, OH

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started