Jonathan Wesley Edwards

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2009 → 03/2019
  Morgan Stanley Smith Barney
  Scottsdale, AZ
• 01/2015 → 03/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2019 → Present
  Lpl Financial, Llc
  Scottsdale, AZ

Previous Registrations

• 2009-06-01 → 2019-03-08
  Morgan Stanley
  Scottsdale, AZ
• 2009-05-13 → 2009-06-01
  Morgan Stanley & Co. Llc
  Scottsdale, AZ

Other Businesses

1. 03/05/2019 - EDWARDS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 0%/ SCOTTSDALE, AZ 2. 07/07/2026 - Real Estate Rental - Investment Related - Phoenix, AZ - Start Date 05/16/2024 - 4 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2007-11-09

Other Names

• Jon Edwards
• Jon Edwards