Skip to content

Janet S Edwards

Investment adviser representative at Reed Financial Services, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$388.6MFirm assets

Are you Janet S Edwards? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Reed Financial Services, Inc.Feb 2020 to now
  2. Apw Capital, Inc.May 2015 to now
  3. James Reed Financial Services, Inc. dba Reed Financial ServicesMar 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (OH).

Reed Financial Services, Inc.

Legal name: James Reed Financial Services, Inc.

$388.6MAssets managed
351Clients
4Advisers
37 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3238795
Firm CRD
112179
Advisor's SEC record (opens in a new tab)
CallContact this firm