John
Edwards
Capital Ideas
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About this Advisor
John Edwards is a financial advisor based in Pocatello, Idaho, working with Capital Ideas. John has previously held positions at Credit Suisse Securities (USA) LLC, Edward Jones, Atlas Infrastructure, Jjj Cube 88 Publishing LLC, Principal Street Partners, Capital Ideas, Inc, and Vektor Investment Group, LLC. John has passed the Series 63 regulatory exam and is registered to provide services in Idaho. Currently, John is part of Capital Ideas, which operates out of Pocatello, Idaho. The firm has 1 office and 5 employees. The firm manages assets totaling $213.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Capital Ideas includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Ideas Brokerage Details
$213,746,847
5
138
$1,548,890
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Edwards Work History
Capital Ideas, Inc
Jjj Cube 88 Publishing LLC
Principal Street Partners
Vektor Investment Group, LLC
Edward Jones
Atlas Infrastructure
Credit Suisse Securities (Usa) LLC
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 Capital Ideas
Dallas, TX
Naperville, IL
Dallas, TX
Pocatello, ID
New York, NY
Dallas, TX
Dallas, TX
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