Jacob Andrew Edwards
Investment adviser representative at Parkwoods Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 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 fee
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.
- Parkwoods Wealth Partners, LLCMay 2026 to now
- Wellspring Financial PartnersApr 2023 to May 2026
- Liquitech Fire SolutionsJul 2022 to Apr 2023
- Frontline Wildfire DefenseJul 2018 to Jul 2022
- Uc DavisJun 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
2 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
- 7967260
- Firm CRD
- 331565