Privacy Policy

Edwards & Company Privacy Policy

Effective Date: 1/20/2026

Edwards & Company values your trust and is committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy describes how we collect, use, and safeguard information in connection with the financial services we provide.

Information We Collect 

We may collect nonpublic personal information about you from the following sources: 

• Information you provide on applications, questionnaires, or other forms (such as name, address, Social Security number, income, and investment objectives). 
• Information about your transactions with Edwards & Company, Osaic Wealth, Inc., or other financial institutions. 
• Information received from consumer reporting agencies, custodians, or other authorized third parties.

How We Use Information

We use personal information to:

• Provide financial planning, investment advisory, and related services.
• Maintain your accounts and process transactions.
• Respond to inquiries and communicate about services.
• Meet regulatory and compliance requirements.

Information We Share

We do not disclose nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. We may share information with:

• Osaic Wealth, Inc., Member FINRA/SIPC, for purposes of providing securities and investment advisory services.
• Service providers who assist us in maintaining accounts or processing transactions.
• Regulatory authorities or other entities as required to comply with applicable laws.

Edwards & Company does not sell client information to third parties. 

 Safeguarding Your Information 

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. Access to nonpublic information is restricted to employees and representatives who need it to provide services to you.

Your Rights

You may contact us at any time to:

• Request a copy of the personal information we maintain about you.
• Correct or update your information.
• Ask questions about how we handle your information.

Please note that in certain cases, regulatory or legal requirements may limit our ability to fulfill all requests.

Relationship with Osaic Wealth, Inc.
Securities and investment advisory services are offered through Osaic Wealth, Inc., Member

FINRA/SIPC. Edwards & Company and Osaic Wealth are separate entities.
Osaic Wealth is separately owned and other entities and/or marketing names,
products, or services referenced here are independent of Osaic Wealth.

Updates to This Policy
We may update this Privacy Policy from time to time. The most current version will always be available on our website.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Edwards & Company
Phone: 228.623.7947