Best Investors
Account
Sign in
Best Investors
Account
Sign in
10620 Treena St. Suite 230, San Diego, CA 92131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-27 |
Branch Locations
10755 Scripps Poway Parkway #298, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jle Wealth Management, Llc F/K/A Eqm Capital, Llc | San Diego | CA | 12/2012 | Present |
| Tmx Vettafi | New York | NY | 09/2023 | Present |
| Eqm Indexes, Llc | San Diego | CA | 10/2015 | 09/2023 |
Ms. Edmondson serves as the Head of Thematic Strategy at TMX VettaFi (“TMX”). TMX is an unaffiliated company that develops and licenses indexes. This outside business activity creates a conflict of interest since the time Ms. Edmondson spends in her role at TMX limits the time she spends on running JLE. As of the date of this filing, Ms. Edmondson spends approximately 90% of her time working at TMX.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-24 |
Reach out to this advisor