ADV PART 2B - JAMIE EDWARDS
Myecfo (CRD 166919), brochure dated February 27, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
This brochure supplement provides information about Jamie Edwards that supplements the
MYeCFO, LLC brochure. You should have received a copy of that brochure. Please contact
Jamie Edwards, Financial Adviser if you did not receive MYeCFO, LLC’s brochure or if you
have any questions about the contents of this supplement.
Additional information about Jamie Edwards is also available on the SEC’s website at
www.adviserinfo.sec.gov.
MYeCFO, LLC
d/b/a MYeCFO
Form ADV Part 2B – Individual Disclosure Brochure
for
Jamie Edwards
Personal CRD Number: 166919
Investment Adviser Representative
Located in Edgewood, WA
MYeCFO, LLC
6020 La Jolla Hermosa Avenue
La Jolla, California 92037
(650) 231-4609
martin@myecfo.com
UPDATED: 03/02/2021
Form ADV 2B Version: 2/24/2026
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Item 2: Educational Background and Business Experience
Name:
Jamie Edwards
Born: 1982
Education Background and Professional Designations:
Education:
BA Sociology, University of Washington, Seattle – 2005
Designations/Certifications/Licenses:
Series 65 (Uniform Investment Adviser Law)– Securities License
The Uniform Investment Adviser Law Examination, called the Series 65 exam, was
developed by North American Securities Administrators Association (NASAA) to
qualify candidates as investment adviser representatives. To obtain the Series 65
License a qualifying exam administered by the Financial Industry Regulatory Authority
(“FINRA”) must be passed. The Series 65 License is required by anyone intending to
provide any kind of financial advice or service. The exam for this license is a 180-minute
exam and covers topics that have been determined to be necessary to understand in
order to provide investment advice to clients. The exam covers the rules and regulations
pertaining to registered investment advisors and also various investment vehicles and
disciplines, economics, ethics and analysis.
Business Background:
08/2020 – Present
Investment Advisor Representative
MYeCFO, LLC
02/2013– 01/2015
HR/Payroll Manager
Edwards Couriers, LLC
10/2011– 02/2013
Site Coordinator
Nordstrom Inc.
02/2011 – 10/2011
Marketing Financial Coordinator
Nordstrom, Inc.
09/2006 – 02/2011
Marketing Media Analyst,
Nordstrom, Inc.
04/2006 – 08/2003
HR Interim Assistant/Intern/Personal Shopper
Nordstrom, Inc.
Form ADV 2B Version: 2/24/2026
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Item 3: Disciplinary Information
There are no legal or disciplinary events that are material to a client’s or prospective client’s
evaluation of this advisory business.
Item 4: Other Business Activities
Jamie Edwards is not engaged in any investment-related business or occupation (other than this
advisory firm).
Item 5: Additional Compensation
Other than salary, annual bonuses, or regular bonuses, Jamie Edwards does not receive any
economic benefit from any person, company, or organization, in exchange for providing clients
advisory services through MYeCFO, LLC.
Item 6: Supervision
Jamie Edwards is supervised by the owners and managing members of MYeCFO, LLC, Martin
Raul Curiel and Michael Robert Munson. Together they supervise all duties and activities of the
firm. Jamie Edwards’s contact information is on the cover page of this disclosure document. Jamie
Edwards adheres to all required regulations regarding the activities of an Investment Adviser
Representative and follows all policies and procedures outlined in the firm’s policies and
procedures manual, including the Code of Ethics, and appropriate securities regulatory
requirements.
Form ADV 2B Version: 2/24/2026
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