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Jonathan Jay Edwards

Keel Point, LLC

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About Jonathan Jay Edwards

Jonathan J. Edwards is an investment advisor representative associated with Keel Point, LLC. Jonathan is a licensed investment advisor in Massachusetts and New Hampshire. Jonathan has worked in the financial services industry since 1991. Jonathan has a strong background in investment advisory, financial planning, and portfolio management. Jonathan is also a licensed insurance agent and offers these services to clients. Jonathan's advisory services include financial planning, portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Jonathan Edwards is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

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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consulting service to third-party ria

Consulting service to third-party ria

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Edwards’s Registration & Firm History

NH

01/30/2023 - Present

Keel Point, LLC (MILFORD NH)

NH

12/12/2005 - 06/17/2014

NFP SECURITIES, INC. (MILFORD NH)

WI

10/26/1994 - 11/29/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

10/12/1995 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MA

10/04/1993 - 06/24/1994

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NY

06/16/1993 - 07/27/1993

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NA

01/01/1991 - 09/23/1992

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC.

WI

01/01/1991 - 09/23/1992

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/1993

Series 7 - General Securities Representative Examination

BC

Issued 12/21/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Jay Edwards.
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