Chad Edmonson has been President, CCO of Lee-Way Financial Services since June 2015, is a control person of the firm and directly owns 75% or more of it. Chad Edmonson holds a Bachelor of Science in Economics from the University of Pennsylvania and a Bachelor of Arts in American History from the University of Pennsylvania.
Lee-Way Financial Services, Inc is a Hattiesburg, MS firm with $132M under management, 108 clients and 1 adviser in one office, as of its March 2026 filing.
Chad Edmonson joined Lee-Way Financial, an investment management firm based in Hattiesburg, Mississippi, in 2015. Before joining the firm, he was a Partner and Managing Director at W. P. Carey Inc., a New York City based investment firm.
- – present · 11 yearsHattiesburg, MS · Adviser representative · Firm CRD 113983
Professional designations
Listed by Lee-Way Financial Services
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Chad Edmonson is registered as an investment adviser representative in 3 states. The first approvals date from April 2015; the most recent is Louisiana, in January 2022.
- LouisianaSince 31 January 2022
- MississippiSince 10 April 2015
- TexasSince 16 November 2016
Examinations
No examinations are on Chad Edmonson’s record.
- Full name
- Chad Friddle Edmonson
- CRD
- 6473110
- Firm
- Lee-Way Financial Services · CRD 113983
- Role
- President, CCO
- Office
- 1711 SOUTH 28TH AVENUE, Hattiesburg, MS 39402
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- leewayfinancial.com
Where does Chad Edmonson work?
Chad Edmonson has been President, CCO of Lee-Way Financial Services, Inc since June 2015, and is a control person of the firm.
Is Chad Edmonson a financial advisor?
Yes. Chad Edmonson has a current investment-adviser registration in Louisiana, Mississippi and Texas, through Lee-Way Financial Services since April 2015.
How many years of experience does Chad Edmonson have?
Chad Edmonson has 11 years in the financial industry, since April 2015, across 1 adviser firm.
Where is Chad Edmonson based?
Chad Edmonson’s registered office is in Hattiesburg, MS.
Is Chad Edmonson registered with FINRA?
No. Chad Edmonson has no current broker registration.
Is Chad Edmonson a CFA charterholder?
Lee-Way Financial Services lists Chad Edmonson with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Chad F. Edmonson, CFA biography, leewayfinancial.com
How can I verify Chad Edmonson’s record?
Search CRD 6473110 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Edmonson’s full registration record.