John Edgar, financial advisor Northfield NJ
93 score

John Edgar

CRD Number: 5438268
Current Firm: Ubs Financial Services Inc.

John Edgar (CRD# 5438268) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 8 years of experience in the finance industry.

Similar Advisors
Stephen Donnelly, financial advisor Northfield NJ
Stephen Donnelly
CRD# 1294906
Investors Capital Advisory
Score
98
Similar Advisors
Craig Blum, financial advisor Northfield NJ
Craig E. Blum
CRD# 3181467
Ubs Financial Services Inc.
Score
96
Similar Advisors
John Clark, financial advisor Northfield NJ
John P. Clark
CRD# 3099803
Investment Advisors
Score
96
Company Name Location Dates Years
Ubs Financial Services Inc. Northfield, NJ Jan 2013 - Current 3
M&t Securities York, PA Oct 2007 - Jan 2013 5
M&t Bank York, PA Nov 2006 - Jan 2013 6
Part Time Flying Bull Saloon Gettysburg, PA May 2005 - Nov 2006 1
Lake Heritage Pool (summer) Gettysburg, PA May 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for John P. Edgar
Phone Number: 201-352-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from John Edgar and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.