Lionel James Edmonson

Current Employers

Employment History

• 02/2007 → 08/2017
  Fidelity Investments
  Merrimack, NH
• 08/2017 → 03/2026
  Huntwicke Securities, Llc
  Topsfield, MA
• 09/2017 → 03/2026
  Essex Private Wealth Management Llc
  Topsfield, MA
• 03/2026 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY

Previous Registrations

• 2017-09-06 → 2026-03-20
  Essex Private Wealth Management Llc
  Bedford, NH
  Hooksett, NH
  Bedford, NH
  Topsfield, MA
• 2010-08-27 → 2017-08-29
  Strategic Advisers Llc
  Merrimack, NH

Other Businesses

Queen City Rotary Club. Not investment related. Start date: 01/04/2026. Address: Manchester NH. Title: Member. Duties: I coordinate service projects within the organization and provide support for fundraising activities; I do not handle any funds. Time spent during regular hours: 0% Edmonson Wealth Management. Investment related. Start date: 01/04/2026. Address: 3 Executive Dr Suite 247 Beford NH 03106. Title: Founder. Duties: Through Vanderbilt i do provide advice and money management doing business as Edmonson Wealth Management. Time spent during regular hours: 100% BNI Synergy Partners. Not investment related. Start date: 01/04/2026. Address: Manchester NH. Title: Member. Duties: I meet for chapters meetings on Wednesday from 8-9:30 and then meet with 2 members every week. Our goal is to build relationships. Time spent during regular hours: 1%.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-21
• S63 Uniform Securities Agent State Law Examination
  2004-03-04

Designations

Other Names

• L Jim Edmonson
• Jim Edmonson
• Lionel James Edmonson