John Roy Edmonds

Employer firm

Lightsquare Wealth Management, LLC CRD 324958

$204M regulatory AUM

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

• 09/2009 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 02/2018 → 06/2023
  Raymond James & Associates Inc
  Bloomfield Hills, MI
• 06/2023 → Present
  Lightsquare Wealth Management, Llc
  Bingham Farms, MI
• 08/2025 → Present
  Lightsquare Insurance Agency
  Bloomfield Hills, MI

Previous Registrations

• 2018-02-16 → 2023-06-06
  Raymond James & Associates, Inc.
  Bloomfield Hills, MI
  Farmington Hills, MI
• 2009-09-18 → 2018-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 2007-09-21 → 2008-06-09
  Edward Jones
  St Clair Shores, MI
  Troy, MI
  St Louis, MO

Other Businesses

(1)Name of Business: En Passant, LLC Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an open LLC. (2)Name of Business: LightSquare Insurance Agency Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primary purpose of this entity is to facilitate the flow of insurance commissions.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-23

Other Names

• John R Edmonds