Jamie Chi Edwards
Investment adviser representative at Myecfo
11 yearsExperience
3 statesRegistered in
$263.4MFirm assets
5 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- MyecfoAug 2020 to now
- HomemakerFeb 2015 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Myecfo
Legal name: Myecfo, LLC
$263.4MAssets managed
187Clients
5Advisers
5 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
- 7287285
- Firm CRD
- 166919