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Michael Lester Edmondson

CAPITAL AND PLANNING, LLC·JONESBORO, Georgia
SIE, Series 7, Series 24, Series 63, Series 65CFP22 years registeredCAPITAL AND PLANNING, LLC
2242 MT. ZION ROAD, JONESBORO, GA 30236CRD# 2552747Firm CRD# 321104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Lester Edmondson · JONESBORO, GA
Registration
CRD #2552747 · CAPITAL AND PLANNING, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Jan 2026 – present
CAPITAL AND PLANNING, LLC
Jun 2022 – present
INDEPENDENT ADVISOR ALLIANCE, LLC
May 2017 – Aug 2022
Jonesboro, GA
WELLS FARGO CLEARING SERVICES, LLC
Sep 2007 – May 2017
DECATUR, GA
UVEST FINANCIAL SERVICES GROUP, INC.
Dec 2003 – Aug 2007
JONESBORO, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 16, 2003
Years registered · 22
Professional designation · CFP
03

Disclosure History

1993Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CAPITAL AND PLANNING, LLC
CRD 321104 · SEC 801-125802
AUM
$135M
Regulatory assets under management
Employees
2
676 client accounts
Services offered by CAPITAL AND PLANNING, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CAPITAL AND PLANNING, LLC →
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Frequently Asked Questions

What services does Michael Lester Edmondson offer?
Michael Lester Edmondson specializes in Investment Management, Fee-Only Advisory. Contact their office in JONESBORO, Georgia for a consultation.
What are Michael Lester Edmondson's credentials?
Michael Lester Edmondson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Lester Edmondson located?
Michael Lester Edmondson is based in JONESBORO, Georgia, working with CAPITAL AND PLANNING, LLC. Their office serves clients in the JONESBORO metropolitan area and surrounding communities.
How does Michael Lester Edmondson charge for services?
Michael Lester Edmondson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL AND PLANNING, LLC?
CAPITAL AND PLANNING, LLC has approximately 2 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
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Research
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