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John Morgan Smith

EDGE FINANCIAL ADVISORS, LLC·WHEATON, Illinois
Clean recordEDGE FINANCIAL ADVISORS, LLC
111 WEST WESLEY STREET, WHEATON, IL 60187CRD# 3110921Firm CRD# 136426

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Morgan Smith · WHEATON, IL
Registration
CRD #3110921 · EDGE FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Morgan Smith is a registered financial advisor based in WHEATON, Illinois, affiliated with EDGE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EDGE FINANCIAL ADVISORS, LLC
EDGE FINANCIAL ADVISORS, LLC
AUM
$362M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EDGE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SUB-ADVISORY SERVICE FEES
Regulatory
SEC/IARD CRD# 3110921
Firm CRD# 136426
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Morgan Smith offer?
John Morgan Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are John Morgan Smith's credentials?
John Morgan Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Morgan Smith located?
John Morgan Smith is based in WHEATON, Illinois, working with EDGE FINANCIAL ADVISORS, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does John Morgan Smith charge for services?
John Morgan Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sub-advisory service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDGE FINANCIAL ADVISORS, LLC?
EDGE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EDGE FINANCIAL ADVISORS, LLC

Edward James Meek
WHEATON, IL
James L Alexander
WHEATON, IL
Jeremy Robert Schletz
WHEATON, IL

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