Unclaimed Profile

Adam Joseph Edwards

PEB CAPITAL MANAGEMENT LLC·COLUMBUS, Ohio

SIE, Series 6, Series 7, Series 63CFPClean record17 years registeredPEB CAPITAL MANAGEMENT LLC

1880 MACKENZIE DRIVE, COLUMBUS, OH 43220CRD# 4827227Firm CRD# 315241

Profile Verification

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

Identity

Adam Joseph Edwards · COLUMBUS, OH

Registration

CRD #4827227 · PEB CAPITAL MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

PEB CAPITAL MANAGEMENT LLC

Oct 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2016 – Aug 2021

UPPER ARLINGTON, OH

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Jan 2009 – Apr 2016

Columbus, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · January 23, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEB CAPITAL MANAGEMENT LLC

CRD 315241 · SEC 801-121815

AUM

$130M

Regulatory assets under management

Employees

443 client accounts

Services offered by PEB CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEB CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Adam Joseph Edwards offer?

Adam Joseph Edwards specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Adam Joseph Edwards's credentials?

Adam Joseph Edwards holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Joseph Edwards located?

Adam Joseph Edwards is based in COLUMBUS, Ohio, working with PEB CAPITAL MANAGEMENT LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Adam Joseph Edwards charge for services?

Adam Joseph Edwards'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 PEB CAPITAL MANAGEMENT LLC?

PEB CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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