Claire Edwards Jandrain
Investment adviser representative at Triangle Wealth Management
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Triangle Wealth ManagementApr 2024 to now
- Aim AdvisorsJun 2018 to Apr 2024
- North Carolina State UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Triangle Wealth Management
Legal name: Triangle Securities Wealth Management, Inc
$1.3BAssets managed
525Clients
10Advisers
18 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
- 6958012
- Firm CRD
- 148156