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Eric Joseph Edwards

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
33 advisors
Number of Clients
1,634 clients
Average Client Portfolio
$246K average
Assets Under Management
$402.4M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$350
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Location

1600 Pennsylvania Ave., Mcdonough, GA, 30253

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric is a benefits advisor for GEBA and GEMBA, dedicating nearly full-time hours to this role, with all securities business placed through CAPE. Since 2020, he has also been an advisor for insurance (UL, TL) and annuities (fixed and indexed) through TrueChoice Financial, spending about 10-20% of his time on this activity and compensated through GEBA.

Employment History
Current Registrations
American Global Wealth Management, INC.Broker
January 2023 - Present · 3 yrs 1 mo
American Global Wealth Management, INC.
January 2023 - Present · 3 yrs 1 mo
Cape Investment Advisory, INC.
February 2020 - Present · 6 yrs
Previous Registrations
Cape Securities INC.Broker
February 2020 - January 2023 · 2 yrs 11 mos
CUNA Brokerage Services, INC.Broker
January 2018 - October 2019 · 1 yr 9 mos
CUNA Brokerage Services, INC.
January 2018 - October 2019 · 1 yr 9 mos
M&t Securities, INC.
January 2016 - January 2018 · 2 yrs
M&t Securities, INC.Broker
January 2016 - January 2018 · 2 yrs
T. Rowe Price Advisory Services, INC.
July 2013 - October 2015 · 2 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
May 2013 - October 2015 · 2 yrs 5 mos
State Registrations14 states
AZCODEFLGAHIMDNCOHPASCTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric Joseph Edwards - Financial Advisor | TrueAdvisor