Unclaimed Profile

Henry Morgan Jones

EDGE CAPITAL GROUP, LLC·ATLANTA, Georgia

Series 3, Series 7, Series 66Clean record24 years registeredEDGE CAPITAL GROUP, LLC

3333 RIVERWOOD PARKWAY, ATLANTA, GA 30339CRD# 3076718Firm CRD# 297596

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Henry Morgan Jones · ATLANTA, GA

Registration

CRD #3076718 · EDGE CAPITAL GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SCS CAPITAL MANAGEMENT LLC

Feb 2025 – present

EDGE CAPITAL GROUP, LLC

Aug 2018 – Mar 2025

ATLANTA, GA

EDGE ADVISORS, LLC

Dec 2006 – Aug 2018

ATLANTA, GA

CREDIT SUISSE SECURITIES

Jan 2003 – Nov 2006

ATLANTA, GA

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

Jul 2002 – Jan 2003

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · July 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDGE CAPITAL GROUP, LLC

CRD 297596 · SEC 801-113638

AUM

$6.4B

Regulatory assets under management

Employees

3,299 client accounts

Services offered by EDGE CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at EDGE CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Henry Morgan Jones offer?

Henry Morgan Jones specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Henry Morgan Jones's credentials?

Henry Morgan Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Morgan Jones located?

Henry Morgan Jones is based in ATLANTA, Georgia, working with EDGE CAPITAL GROUP, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Henry Morgan Jones charge for services?

Henry Morgan Jones's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDGE CAPITAL GROUP, LLC?

EDGE CAPITAL GROUP, LLC has approximately 41 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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