John
Edwards
Principal Street Partners, LLC
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About this Advisor
John Edwards is a chartered financial analyst who works out of Pocatello, Idaho who has 3 years of relevant experience. Edwards works at Principal Street Partners, LLC. The advisor has gained experience at Edward Jones, Vektor Investment Group, Credit Suisse Securities (Usa) LLC, Atlas Infrastructure and The Little Gym Of Pocatello. Edwards has a Series 63 license, which qualifies them as a securities broker, and can serve investors in Idaho. Principal Street Partners, LLC is a registered investment company headquartered in Memphis, TN. The firm has offices in two locations and a total of 13 financial advisors. It handles $3 billion in assets between its 99 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 99 customer accounts, 87% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Principal Street Partners, LLC likely include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Street Partners, LLC Brokerage Details
$2,780,152,172
13
99
$28,082,345
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
John Edwards Work History
John has been registered as a financial advisor for 3 years.*
Edward Jones
The Little Gym Of Pocatello
Atlas Infrastructure
Credit Suisse Securities (Usa) LLC
Vektor Investment Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Street Partners, LLC
Memphis, TN
Englewood, NJ
Memphis, TN
Memphis, TN
Englewood, NJ
Pocatello, ID
Memphis, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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