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Jonathan Jay Edwards

AIF®, ChFC®, CLU®
KEEL POINT
MILFORD, NH
·CRD# 2074893·36 years experience

Professional Summary

Jonathan Jay Edwards, AIF®, ChFC®, CLU®, who also goes by Jonathan J Edwards, Jonathon J Edwards, is a registered financial advisor currently at KEEL POINT, LLC located in Milford, New Hampshire. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jonathan has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan J Edwards, Jonathon J Edwards

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary
ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

36 years in the financial services industry

Current & Past Employments

KEEL POINT, LLC·CRD# 127902
RIA
388 Nashua Street, Milford, NH 03055
January 30, 2023 - Present
GRANITE FINANCIAL PARTNERS·CRD# 172241
RIA
Milford, NH
August 27, 2014 - May 11, 2023
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Milford, NH
January 9, 2006 - June 17, 2014
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Milford, NH
December 12, 2005 - June 17, 2014
THE TELGE COMPANIES·CRD# 116800
RIA
Manchester, NH
May 28, 1998 - December 31, 2004
ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158
BD
Milwaukee, WI
October 12, 1995 - January 1, 2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Milwaukee, WI
October 26, 1994 - November 29, 2005
TUCKER ANTHONY INCORPORATED·CRD# 837
BD
Boston, MA
October 4, 1993 - June 24, 1994
H.J. MEYERS & CO., INC.·CRD# 15609
BD
Rochester, NY
June 16, 1993 - July 27, 1993
ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158
BD
Milwaukee, WI
January 1, 1991 - September 23, 1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
January 1, 1991 - September 23, 1992

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Current Firm

KP
KEEL POINT, LLC

BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - SEC (8/1/2003 Approved)

Contact Information

Main Address

100 Church Street Suite 500, Huntsville, AL 35801

Phone Number

(256) 704-5111

# of Employees

92

SEC notice filing (41 States and Territories)

Registered to provide investment advisory services in 41 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KEEL POINT BROCHURE FORM ADV 2A (6/8/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,236

AUM (Assets Under Management)

$4,073,879,507

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2026Cover PageReport
01/07/2026Cover PageReport
04/30/2025Cover PageReport
01/26/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jonathan J. Edwards is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Granite Financial Partners always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Granite Financial Partners in their capacity as a licensed insurance agent. 1.BUSINESS NAME: MCLANE, GRAF, RAULERSON & MIDDLETON | | HOURS PER MONTH: 10 | NATURE OF BUSINESS: ATTORNEY |START DATE: 09/16/2010 2.BUSINESS NAME: GRANITE GROUP BENEFITS | | HOURS PER MONTH: 5 | NATURE OF BUSINESS: INSURANCE |START DATE: 12/01/2009 4.BUSINESS NAME: HIGHLAND CAPITAL | | HOURS PER MONTH: 10 | NATURE OF BUSINESS: INSURANCE |START DATE: 01/01/2009 5.BUSINESS NAME: PENSCO TRUST | | HOURS PER MONTH: 4 | NATURE OF BUSINESS: OTHER |START DATE: 03/19/2010 6.BUSINESS NAME: RARE COINS OF NH | | HOURS PER MONTH: 2 | NATURE OF BUSINESS: OTHER |START DATE: 09/01/2010 7.BUSINESS NAME: GRANITE FINANCIAL PARTNERS | OWNER: SELF, RELATIONSHIP: , CLIENT OF NFPSI: FALSE, PERCENTAGE OF OWNERSHIP : 100, | HOURS PER MONTH: 10 | NATURE OF BUSINESS: INSURANCE | START DATE: 12/12,2005 8)BUSINESS NAME: NH AUDUBON | HOURS PER MONTH: 2 | NATURE OF BUSINESS: OTHER |START DATE: 01/23/2012 9) BUSINESS NAME: EARTH LTD | HOURS PER MONTH: 1 | NATURE OF BUSINESS: OTHER |START DATE: 01/01/2012 10.GRANITPATH | JONATHAN EDWARDS (100%), | HOURS PER MONTH 40 | NATURE OF BUSINESS : INVESTMENT ADVISORY - | START DATE: 1/1/2014 12:00:00 AM +00:00

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KEEL POINT, LLC

BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - SEC (8/1/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Massachusetts
(8/2/2024)
IAR
New Hampshire
(1/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1990About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 1993About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1990About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Apr 2002About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Jay Edwards's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JE
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