John Edwards (CRD# 2672032) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 17 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Ideas, Inc. | Dallas, TX | Apr 2024 - Current | < 1 |
| Jjj Cube 88 Publishing LLC | Pocatello, ID | Oct 2023 - Current | < 1 |
| Principal Street Partners | Memphis, TN | Dec 2019 - Current | 4 |
| Vektor Investment Group, LLC | Houston, TX | Feb 2006 - Current | 18 |
| Edward Jones | Pocatello, ID | May 2019 - Nov 2019 | < 1 |
| Atlas Infrastructure | London, | Jul 2017 - Dec 2018 | 1 |
| Credit Suisse Securities (usa) LLC | Houston, TX | Apr 2012 - Jul 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
- ID
-
Total Assets Under Management214MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$1,548,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, ID, IL, NY, TX
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