Best Investors Account Sign in
Inactive

Edward Joshua Hartley

Mag Cap

Columbus, MS

Ridgeland, MS

CRD 4934529

Claim This Profile
Employer firm

Mag Cap CRD 298398

$1.69B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Mag Cap

1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2020-10-05
  • MS RA
    APPROVED
    Since 2020-10-05

Branch Locations

1123 College St, Columbus, MS 39701 • United States

1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157 • 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
Raymond James Financial Services, Inc Columbus MS 04/2006 10/2020
Milestone Investment Group Columbus MS 10/2015 10/2020
Magnolia Capital Advisors, Llc Jackson MS 10/2020 Present
Milestone Investments Jackson MS 10/2020 Present
  • 04/2006 → 10/2020
    Raymond James Financial Services, Inc
    Columbus, MS
  • 10/2015 → 10/2020
    Milestone Investment Group
    Columbus, MS
  • 10/2020 → Present
    Magnolia Capital Advisors, Llc
    Jackson, MS
  • 10/2020 → Present
    Milestone Investments
    Jackson, MS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-26
  • S66 Uniform Combined State Law Examination
    2006-10-26
Designations
  • Certified Financial Planner
Other Names
  • Josh Hartley

View on SEC IAPD

More in Columbus, MS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor