Edwards Financial Services
Jason Edwards is the Managing Partner for Edwards Financial Services, an independent financial planning firm with offices in New York City and in Winter Park, FL. He is responsible for the strategic wealth management and accumulation for his over 3,000 valued clients, of which most are small to medium sized business owners. Edwards Financial Services had been constantly recognized as one of the Top 25 Firms in the financial sector by the American Business Journal. He serves corporate clients and several private and public entities. His philosophy of building lasting community partnerships with a strong emphasis of developing the local business sector has served him and the community well. Mr. Edwards has served on many business-related Boards as well as being the Endorsed Local Provider for Dave Ramsey in the New York City area. He ensures that each of his clients thoroughly understand and are properly guided through the interesting dynamics of finance, insurance, and investment products.
Mr. Edwards attributes his exceptional work ethic to his roots in New York, his generosity to his Cajun upbringing in New Orleans, and is proud to call Winter Park home. As an active member of Central Florida and the Tri-State area, Mr. Edwards has been a board member of the American Diabetes Association as well as been actively involved with charities such as the Alzheimer Association, Juvenile Diabetes Research Foundation, and the American Heart Association. He is a proud supporter of the Winter Park Chamber of Commerce as well as the Oviedo/Winter Springs Chamber of Commerce; in addition, he is an active board member of the Advent Winter Park Hospital. Mr. Edwards has been selected as an American Business Journal Executive of the year. As such, Mr. Edwards is truly a comprehensive economic specialist.
Before joining Edwards Financial Services, he was a Senior Planner with Prudential Financial. His expertise is often sought as a leading financial and economic consultant for news media platforms by way of both radio and television interviews.
Today he looks to the financial future with optimism and a strategic, forward-looking blueprint for success.
5494 Lake Howell Dr., Winter Park, FL 32792 | P: 877-678-9400 | jedwards@efs-advisors.com | www.EFS-Advisors.com
