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Mitchell Jay Edwards

Feltl Advisors

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About Mitchell Jay Edwards

Mitchell Jay Edwards is a financial advisor with over 23 years of experience in the industry. Mitchell is currently registered with Feltl Advisors in Plymouth, Minnesota and is a Registered Representative. Mitchell has also previously worked with Miller Johnson Steichen Kinnard, Inc., Stockwalk.com, Inc., Online Brokerage Solutions, Inc., and Miller, Johnson & Kuehn, Incorporated. Mitchell has held several industry licenses including Series 66, Series 53, Series 4, Series 24, Series 57TO, SIE, Series 87, Series 55, and Series 7.

Firm Information

Mitchell Edwards is currently registered with Feltl Advisors. Feltl Advisors is a registered investment adviser located in Plymouth, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. They also offer other services such as selection of other advisers and wrap accounts through non-affiliated providers. Feltl Advisors has approximately $120,639,894 in regulatory assets under management.
Feltl Advisors

ONE CARLSON PARKWAY NORTH

PLYMOUTH, MN 55447

$120.64M

Assets Under Management

Not reported

Total Clients

15

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.

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wrap accounts through non-affiliated providers

Wrap accounts through non-affiliated providers

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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other

Percentage of assets under outside management

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Mitchell Edwards’s Registration & Firm History

MN

12/19/2013 - Present

Feltl Advisors (PLYMOUTH MN)

MN

04/13/2000 - 07/21/2003

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

12/01/2000 - 05/15/2002

STOCKWALK.COM, INC. (MINNEAPOLIS MN)

IL

12/01/2000 - 02/26/2001

ONLINE BROKERAGE SOLUTIONS, INC. (CHICAGO IL)

MN

12/01/2000 - 01/01/2001

MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/05/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/28/2000

Series 4 - Registered Options Principal Examination

BC

Issued 05/22/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/02/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mitchell Jay Edwards.
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