John Edwards (CRD# 5574548) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rmr Wealth Builders, Inc. | Teaneck, NJ | Jul 2019 - Current | 4 |
| Asipre Financial Services | Tampa, FL | Aug 2017 - Current | 6 |
| Ivy Wealth Management, Inc. | Warwick, RI | Jun 2012 - Aug 2017 | 5 |
| Gt Investment Advisors, LLC | Warwick, RI | Mar 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- RI
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Total Assets Under Management1,696MILLIONS
-
Total Number of Accounts3,965ACCOUNTS
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Average Account Value$427,675
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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