Adam Joseph Edwards

Employer firm

Peb Capital Management LLC CRD 315241

$171M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Peb Capital Management Llc

1880 Mackenzie Drive Suite #100, Columbus, OH 43220 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2021-10-07

OH RA
APPROVED

Since 2021-10-07

Branch Locations

1880 Mackenzie Drive Suite #100, Columbus, OH 43220 • 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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network, Llc	Upper Arlington	OH	04/2016	09/2021
Peb Capital Management Llc	Columbus	OH	10/2021	Present

04/2016 → 09/2021

Wells Fargo Advisors Financial Network, Llc

Upper Arlington, OH
10/2021 → Present

Peb Capital Management Llc

Columbus, OH

Previous Registrations

2016-04-29 → 2021-08-06

Wells Fargo Advisors Financial Network, Llc

Upper Arlington, OH
2009-01-23 → 2016-04-20

Northwestern Mutual Investment Services, Llc

Columbus, OH

Upper Arlington, OH

Other Businesses

1) UPPER ARLINGTON YOUTH FOOTBALL ASSOCIATION INC, INV RELATED, UPPER ARLINGTON, OH, TREASURER, START 1/1/2015, 5 HOURS PER MONTH, ZERO DURING TRADING, REVIEW FINANCIAL BOOKS, RECORD INCOME AND EXPENSES FOR FOOTBALL LEAGUE. 2) Licensed Insurance Professional; same address; not investment-related; less than 10% of time.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-07-02

S63 Uniform Securities Agent State Law Examination

2008-07-02

Designations

Certified Financial Planner

Other Names

Adam J Edwards

View on SEC IAPD