Joseph
Edwins

Commonwealth Financial Network

CRD#2356890
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Joseph Edwins is a financial advisor operating out of Scottsdale, Arizona, with 12 years in the industry. Edwins is an employee of Commonwealth Financial Network. During their career, Edwins has held roles at Ameriprise Financial Services, Inc, Metlife Financial Services, Metlife Securities, Edwins Wealth Management and Commonwealth Financial Network. Edwins holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Arizona. Commonwealth Financial Network is an advisory business that has its headquarters in Scottsdale, Arizona. The company has offices in 1,275 locations and a total of 4,000 advisors. It handles $162 billion in total assets across its 540,172 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 432 charities and foundations. Of its 540,172 accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a diverse set 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. A financial advisor's fee schedules depend on the type of financial services offered. Fees charged by Commonwealth Financial Network can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

$161,852,722,626

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

4,000

AZ Average: 118
Total Number of Accounts

540,172

AZ Average: 4,567
Average Account Size

$299,632

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 12 years of experience.

2019 - Present (3 years)

Edwins Wealth Management

2019 - Present (3 years)

Commonwealth Financial Network

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
Margot Craig
Chicago, IL
John Lohse
Wilmington, NC
Britt Myszka
Brentwood, TN
Melissa Gerhardt
Allentown, PA
Jason Hosler
Prescott, AZ
William Driver
Seattle, WA
Curtis Arnold
Madison, WI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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