Jeremy
Edge
Signature Resources Capital Management, LLC
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About this Advisor
Jeremy Edge is a certified financial planner working out of Newport Beach, California, who has 2 years of relevant experience. Edge is on the advisory team at Signature Resources Capital Management, LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Slippery Rock University, Northwestern Mutual Wealth Management Company, Massmutual, Mml Investors Services LLC and Signature Resources Capital Management, LLC. Edge has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in California. Signature Resources Capital Management, LLC is a registered investment firm that has its headquarters in Newport Beach, CA. The firm has a total of 15 employees. It has $208 million in assets under management among its 1,358 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,358 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. Signature Resources Capital Management, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely depend on the financial services. However, fee types billed by Signature Resources Capital Management, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signature Resources Capital Management, LLC Brokerage Details
$207,518,843
15
1,358
$152,812
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
Jeremy Edge Work History
Jeremy has been registered as a financial advisor for 2 years.*
Signature Resources Capital Management, LLC
Massmutual
Mml Investors Services LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Slippery Rock University
*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 Jeremy Edge 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 Signature Resources Capital Management, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
