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Adam Joseph Edwards

PEB Capital Management LLC

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About Adam Joseph Edwards

Adam Edwards is a financial advisor with PEB Capital Management LLC in Columbus, OH. Adam has been in the financial services industry since 2004. Adam is a Certified Financial Planner™ and holds the Series 6, 7 and 63 licenses. Adam has previously worked with Northwestern Mutual Investment Services, LLC and Wells Fargo Advisors Financial Network, LLC. Adam specializes in financial planning, portfolio management, and the selection of other advisors.

Firm Information

Adam Edwards is currently registered with PEB Capital Management LLC. PEB Capital Management LLC is a registered investment advisor headquartered in Columbus, OH. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. PEB Capital Management LLC manages approximately $130.4 million in assets for 443 clients.
PEB Capital Management LLC

1880 MACKENZIE DRIVE

COLUMBUS, OH 43220

$130.44M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Edwards’s Registration & Firm History

OH

10/07/2021 - Present

PEB Capital Management LLC (COLUMBUS OH)

OH

05/12/2016 - 08/06/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (UPPER ARLINGTON OH)

OH

08/23/2004 - 04/20/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)

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Licenses & Designations

BC

Issued 07/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/20/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Joseph Edwards.
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