Jonathan Jay Edwards

Current Employers

Employment History

• 08/2014 → Present
  Granite Financial Partners
  Milford, NH
• 01/2023 → Present
  Keel Point, Llc
  Milford, NH

Previous Registrations

• 2014-08-27 → 2023-05-11
  Granite Financial Partners
  Milford, NH
  Milford, NH
• 2006-01-09 → 2014-06-17
  Kestra Investment Services, Llc
  Manchester, NH
  Milford, NH
• 1998-05-28 → 2004-12-31
  The Telge Companies
  Manchester, NH

Other Businesses

Jonathan J. Edwards is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Granite Financial Partners always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Granite Financial Partners in their capacity as a licensed insurance agent. 1.BUSINESS NAME: MCLANE, GRAF, RAULERSON & MIDDLETON | | HOURS PER MONTH: 10 | NATURE OF BUSINESS: ATTORNEY |START DATE: 09/16/2010 2.BUSINESS NAME: GRANITE GROUP BENEFITS | | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INSURANCE |START DATE: 12/01/2009 4.BUSINESS NAME: HIGHLAND CAPITAL | | HOURS PER MONTH: 10 | NATURE OF BUSINESS: INSURANCE |START DATE: 01/01/2009 5.BUSINESS NAME: PENSCO TRUST | | HOURS PER MONTH: 4 | NATURE OF BUSINESS: OTHER |START DATE: 03/19/2010 6.BUSINESS NAME: RARE COINS OF NH | | HOURS PER MONTH: 2 | NATURE OF BUSINESS: OTHER |START DATE: 09/01/2010 7.BUSINESS NAME: GRANITE FINANCIAL PARTNERS | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 100, | HOURS PER MONTH: 10 | NATURE OF BUSINESS: INSURANCE | START DATE: 12/12,2005 8)BUSINESS NAME: NH AUDUBON | HOURS PER MONTH: 2 | NATURE OF BUSINESS: OTHER |START DATE: 01/23/2012 9) BUSINESS NAME: EARTH LTD | HOURS PER MONTH: 1 | NATURE OF BUSINESS: OTHER |START DATE: 01/01/2012 10.GRANITPATH | JONATHAN EDWARDS (100%), | HOURS PER MONTH 40 | NATURE OF BUSINESS : INVESTMENT ADVISORY - | START DATE: 1/1/2014 12:00:00 AM +00:00

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1990-09-21

Designations

Other Names

• Jonathan J Edwards
• Jonathon J Edwards