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Joel Stephen Edstrom

Wescap Group

Glendale, CA

CRD 4340229

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Employer firm

Wescap Group CRD 104759

$1.09B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Wescap Group

330 N. Brand Blvd Suite 850, Glendale, CA 91203 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-29
TX RA APPROVED 2019-05-13
  • CA RA
    APPROVED
    Since 2025-01-29
  • TX RA
    APPROVED
    Since 2019-05-13

Branch Locations

330 N. Brand Blvd Suite 850, Glendale, CA 91203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wescap Group Glendale CA 01/1988 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in Glendale, CA

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