John Joseph Edelen

Employer firm

Bluespring Wealth Management, LLC CRD 152667

$5.43B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Kestra Financial Inc.
  Walnut Creek, CA
• 03/2010 → 05/2026
  Bedell Frazier Investment Counselling, Inc.
  Walnut Creek, CA
• 02/2026 → 05/2026
  Capital Planning Advisors Llc
  Roseville, CA

Previous Registrations

• 2025-04-02 → 2026-06-08
  Bedell Frazier Investment Counselling, Llc.
  Walnut Creek, CA
• 2026-03-04 → 2026-06-08
  Capital Planning Advisors Llc
  Walnut Creek, CA
  Roseville, CA

Other Businesses

1.) Insurance Broker; Symmetry Financial; Start Date: 11/2021; 0 hours devoted to selling insurance during market hours; provide expertise and sell insurance. Bedell Frazier Investment Counselling, LLC; Investment-related; 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596; Investment Adviser; Investment Adviser Representative; 03/2010; 160; 160; Investment Adviser Representative

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-02
• S63 Uniform Securities Agent State Law Examination
  2004-05-22