Unclaimed Profile

John Roy Edmonds

LIGHTSQUARE WEALTH MANAGEMENT, LLC·BINGHAM FARMS, Michigan

SIE, Series 7, Series 31, Series 66Clean record18 years registeredLIGHTSQUARE WEALTH MANAGEMENT, LLC

30150 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 5365762Firm CRD# 324958

Profile Verification

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

Identity

John Roy Edmonds · BINGHAM FARMS, MI

Registration

CRD #5365762 · LIGHTSQUARE WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Jun 2023 – present

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2018 – Jun 2023

BLOOMFIELD HILLS, MI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2009 – Feb 2018

BLOOMFIELD HILLS, MI

EDWARD JONES

Sep 2007 – Jun 2008

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · September 21, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTSQUARE WEALTH MANAGEMENT, LLC

CRD 324958 · SEC 801-128092

AUM

$113M

Regulatory assets under management

Employees

227 client accounts

Services offered by LIGHTSQUARE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIGHTSQUARE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Roy Edmonds offer?

John Roy Edmonds specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.

What are John Roy Edmonds's credentials?

John Roy Edmonds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Roy Edmonds located?

John Roy Edmonds is based in BINGHAM FARMS, Michigan, working with LIGHTSQUARE WEALTH MANAGEMENT, LLC. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.

How does John Roy Edmonds charge for services?

John Roy Edmonds'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 LIGHTSQUARE WEALTH MANAGEMENT, LLC?

LIGHTSQUARE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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