John Robb Edgecomb

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

• 06/2005 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 01/2010 → 05/2017
  Bank Of America, N.A.
  Austin, TX
• 05/2017 → 08/2025
  Raymond James & Associates Inc
  Austin, TX
• 08/2025 → Present
  Lpl Financial Llc
  Granite Shoals, TX

Previous Registrations

• 2017-05-19 → 2025-09-04
  Raymond James & Associates, Inc.
  Austin, TX
  Austin, TX
  Baton Rouge, LA
  San Antonio, TX
  Granite Shores, TX
  Baton Rouge, LA
• 2005-09-02 → 2017-05-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Dallas, TX
  New York, NY
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX

Other Businesses

1- 08/2025 / Edge Wealth Advisory Group / DBA for LPL Business (entity for LPL business) / Investment Rltd / 28 hrs mnth / 7 hrs during trading / at bus location / start 8/28/2025

Exams

• S66 Uniform Combined State Law Examination
  2005-09-01

Designations

• Certified Financial Planner

Other Names

• John R Edgecomb
• John R Edgecomb
• John R Edgecomb Jr.
• John R Edgecomb