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Justin James Edwards

Echo Wealth Management, LLC

Plymouth, MN

CRD 7269820

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Employer firm

Echo Wealth Management, LLC CRD 174136

$288M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Echo Wealth Management, Llc

3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-08-11
TX RA APPROVED 2022-08-11
  • MN RA
    APPROVED
    Since 2022-08-11
  • TX RA
    APPROVED
    Since 2022-08-11

Branch Locations

3033 Campus Drive, Suite N145, Plymouth, MN 55441 • 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
OrganizationCityStateFromTo
Equitable Advisors, Llc Milwaukee WI 06/2020 05/2022
Saint Mary's University Of Minnesota Winona MN 08/2019 04/2020
Preventiongenetics Marshfield WI 06/2019 08/2019
Saint Mary's University Of Minnesota Winona MN 08/2016 06/2019
Shattuck-St. Mary's Faribault MN 07/2018 07/2018
Shattuck-St. Mary's Faribault MN 07/2017 07/2017
Echo Wealth Management, Llc Plymouth MN 06/2022 Present
  • 06/2020 → 05/2022
    Equitable Advisors, Llc
    Milwaukee, WI
  • 08/2019 → 04/2020
    Saint Mary's University Of Minnesota
    Winona, MN
  • 06/2019 → 08/2019
    Preventiongenetics
    Marshfield, WI
  • 08/2016 → 06/2019
    Saint Mary's University Of Minnesota
    Winona, MN
  • 07/2018 → 07/2018
    Shattuck-St. Mary's
    Faribault, MN
  • 07/2017 → 07/2017
    Shattuck-St. Mary's
    Faribault, MN
  • 06/2022 → Present
    Echo Wealth Management, Llc
    Plymouth, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2021-01-04
Other Names
  • Justin Edwards
  • Justin James Edwards

View on SEC IAPD

Nearby Firms

CS PLANNING CORP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ADVISORY SOLUTIONS GROUP

Nearby Investors

JACQUIE Kathleen LEMARR
Ronald Dean Moore
JUSTIN AARON HART

Nearby Offices

CS PLANNING CORP · PORTLAND, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · PORTLAND, OR
ADVISORY SOLUTIONS GROUP · PORTLAND, OR

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