AdvisorOS Directory
Claim Profile
Unclaimed Profile
JE

Joel Stephen Edstrom

WESCAP MANAGEMENT GROUP, INC.·GLENDALE, California
Clean record38 years registeredWESCAP MANAGEMENT GROUP, INC.
330 N. BRAND BLVD, GLENDALE, CA 91203CRD# 4340229Firm CRD# 104759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Stephen Edstrom · GLENDALE, CA
Registration
CRD #4340229 · WESCAP MANAGEMENT GROUP, INC. · 38 years registered
Brand Profile
Not yet started
01

Career History

WESCAP GROUP
May 1988 – present
02

Registrations & Exams

Registration record
First registered · May 4, 1988
Years registered · 38
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESCAP MANAGEMENT GROUP, INC.
CRD 104759 · SEC 801-32095
AUM
$920M
Regulatory assets under management
Employees
13
1,251 client accounts
Services offered by WESCAP MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WESCAP MANAGEMENT GROUP, INC. →
Introduction

Speak with Joel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLENDALE?

Browse all registered financial advisors in GLENDALE, California or claim this profile if it's yours.

Browse GLENDALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joel Stephen Edstrom offer?
Joel Stephen Edstrom specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GLENDALE, California for a consultation.
What are Joel Stephen Edstrom's credentials?
Joel Stephen Edstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Stephen Edstrom located?
Joel Stephen Edstrom is based in GLENDALE, California, working with WESCAP MANAGEMENT GROUP, INC.. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Joel Stephen Edstrom charge for services?
Joel Stephen Edstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESCAP MANAGEMENT GROUP, INC.?
WESCAP MANAGEMENT GROUP, INC. has approximately 13 employees and manages $920M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WESCAP MANAGEMENT GROUP, INC.

Eric Anthony Weinlein
GLENDALE, CA

More Advisors in GLENDALE, California

Thomas Herbert Hanson
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, CA
Louis Charles Lucido
DOUBLELINE CAPITAL LP·GLENDALE, CA
George Allen Henning
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, CA
Ignacio Elpidio Sosa
DOUBLELINE CAPITAL LP·GLENDALE, CA
Jingjing Yan
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, CA
CFA
Victoria Louise Breen
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile