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James John Edwards

THE L. Warner Companies, Inc.

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About James John Edwards

James John Edwards is a financial advisor with The L. Warner Companies, Inc. located in Timonium, Maryland. James has been in the industry since 2007 and has a wide range of experience in financial planning, portfolio management, and business consulting.

Firm Information

James Edwards is currently registered with THE L. Warner Companies, Inc.. THE L. Warner Companies, Inc. is an investment advisor based in TIMONIUM, MD. They manage approximately $657,425,933 in client assets and specialize in providing financial planning, portfolio management for businesses and individuals, and business consulting and plan administration services. They serve a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
THE L. Warner Companies, Inc.

9690 DEERECO ROAD

TIMONIUM, MD 21093

$657.43M

Assets Under Management

1

Total Clients

10

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting and plan administration services

Business consulting and plan administration services

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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James Edwards’s Registration & Firm History

MD

04/24/2023 - Present

THE L. Warner Companies, Inc. (TIMONIUM MD)

MD

08/07/2006 - 11/11/2013

CHARLES SCHWAB & CO., INC. (GAITHERSBURG MD)

MD

11/26/2004 - 08/11/2006

CITIGROUP GLOBAL MARKETS INC. (FREDERICK MD)

NY

01/05/2000 - 11/30/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/18/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/17/2023

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 12/30/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James John Edwards. Review regulatory record here.
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