Jamie Edwards
MYeCFO · Edgewood, Washington
Jamie Edwards is a fee-only financial advisor at MYeCFO in Edgewood, Washington. Jamie focuses on tax planning and equity compensation. MYeCFO reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | MYeCFO |
|---|---|
| Based in | Edgewood, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $263.4M across 187 accounts |
| SEC registration | Investment adviser representative in CA, TX, WA · CRD 7287285 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | myecfo.com |
| Profile |
How Jamie's firm compares
- MYeCFO's average account is about $1.4 million, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Jamie
Is Jamie Edwards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and MYeCFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie's firm, MYeCFO, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jamie Edwards based?
Jamie Edwards is based in Edgewood, Washington.
What does Jamie specialize in?
Jamie's specialties include tax planning and equity compensation. Jamie works with high earners.
Is Jamie Edwards registered with the SEC?
Yes. Jamie Edwards is registered as an investment adviser representative in CA, TX and WA (CRD 7287285), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MYeCFO manage?
MYeCFO reports $263.4M across 187 accounts in assets under management.
How do I contact Jamie Edwards?
Through Jamie's website, myecfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MYeCFO website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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