Jimmy David Edwards

Current Employers

Employment History

• 01/2001 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 08/2015 → Present
  Capfinancial Partners, Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2002-10-17 → 2015-12-23
  Mfp Strategies
  Bethlehem, PA

Other Businesses

1) CapTrust; 600 Hamilton Street, Suite 900, Allentown, PA 18101; 8/1/2015; Principal; RIA activities and life insurance sales and services; Investment related; 160 hours/month; 160 hours/month during business hours; Expense reimbursement, ownership, profits, commissions, trips or vacation rentals, wages salary & tips 2) CapFinancial Partners LLC, dba Strategic Advisor Group; 600 Hamilton Street, Suite 900, Allentown, PA 18101; 8/1/2015; Principal; M Securities broker-dealer business; Investment related; 40 hours/month; 10 hours/month during business hours; Commissions. 3) Empower; 11500 Outlook Street, Overland Park KS 66211; 401(k) recordkeeping; Not Investment-Related; Member of Financial Advisor Council ; Discuss product and service offerings; 1/1/2023; 1 Hour per Month; 1 Hour per month during Trading Hours. 4) Kings College; Investment-Related: No; 133 North River St, Wilkes Barre, PA; Education ; Trustee ; Start;6/2/22 ; Hours/Month:3 ; Hours during Market Hours: 3; Duties: Board of Trustee meetings 5) 2022 Irrevocable Deed of Trust of Robert Vitale Dated April 7, 2022; 231 E Areba Ave, Hershey PA 17033; Trust; Not investment related; Trustee; Irrevocable Trust; 4/1/2023; 0 hours per month; 0 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-06
• S63 Uniform Securities Agent State Law Examination
  2001-08-22

Other Names

• Jim David Edwards