John SmithCRD Number: 3110921
Current Firm: Edge Portfolio Management, LLC
John Smith (CRD# 3110921) is an Investment Advisor Representative working at Edge Portfolio Management, LLC in Winfield, IL and has over 18 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Alpha Cubed Investments, LLC||Irvine, CA||Sep 2015 - Current||1|
|Edge Portfolio Management, LLC||Winfield, IL||Sep 2006 - Current||10|
|Midamerica Financial Services, Inc.||Joplin, MO||Jan 2012 - Dec 2013||1|
|Mt Rushmore Securities LLC||Fairfield, IA||Jan 2007 - Dec 2011||4|
|Fidelity Brokerage Services, LLC||Cincinnati, OH||Sep 2000 - Sep 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Feb 2005|
Total Assets Under Management160MILLIONS
Total Number of Accounts259ACCOUNTS
Average Account Value$618,340
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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