Joseph
Edwins

Commonwealth Financial Network

CRD#2356890
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joseph Edwins is a chartered financial consultant based out of Scottsdale, Arizona, who has been in the industry for 10 years. Edwins works at Commonwealth Financial Network. Their career trajectory has included roles at Metlife Financial Services, Metlife Securities, Ameriprise Financial Services, Inc, Commonwealth Financial Network and Edwins Wealth Management. Edwins maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Arizona. Commonwealth Financial Network is a business operating out of Scottsdale, Arizona. It has offices in 1,090 locations and a total of 3,400 people on staff. It administers $111 billion in total assets among its 436,517 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 277 charities and foundations. Of its 436,517 accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets available to invest. Commonwealth Financial Network provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services are based on which services the firm provides the client. However, fees charged by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

9170 East Bahia Dr Suite 203C
Scottsdale, AZ 85260

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

AZ Average: $16,012,751,954
Total Number of Employees

3,400

AZ Average: 118
Total Number of Accounts

436,517

AZ Average: 4,567
Average Account Size

$255,295

AZ Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joseph Edwins Work History

Joseph has 10 years of experience.

2019 - Present (1 year)

Commonwealth Financial Network

2019 - Present (1 year)

Edwins Wealth Management

2014 - 2019 (5 years)

Ameriprise Financial Services, Inc

2010 - 2014 (4 years)

Metlife Financial Services

2010 - 2014 (4 years)

Metlife Securities

Disclosures

Joseph Edwins has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Vanessa Jilot
Sausalito, CA
Dianne Davis
San Diego, CA
Jordan Walling
Duluth, MN
Corinne Kurucza
Great Neck, NY
Wayne Richardson
Waltham, MA
Melinda Pakulski
Williston, VT
Jonathan Shepard
Suwanee, GA

This content was compiled from the SEC and FINRA.

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