JE
Jonathan J. Edwards
KEEL POINT
MILFORD, NH 03055
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CRD#: 2074893
JE
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan J Edwards | Jonathon J Edwards
Other business activities
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
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Jay Edwards's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 30, 2023 - Present
KEEL POINT, LLC
Office #1: 388 Nashua Street, Milford, NH 03055RIA
CRD#: 127902
MILFORD, NH
Past
August 27, 2014 - May 11, 2023
GRANITE FINANCIAL PARTNERS
RIA
CRD#: 172241
MILFORD, NH
Past
January 9, 2006 - June 17, 2014
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
MILFORD, NH
Past
December 12, 2005 - June 17, 2014
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
MILFORD, NH
Past
May 28, 1998 - December 31, 2004
THE TELGE COMPANIES
RIA
CRD#: 116800
MANCHESTER, NH
Past
October 12, 1995 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
October 26, 1994 - November 29, 2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
October 4, 1993 - June 24, 1994
TUCKER ANTHONY INCORPORATED
BD
CRD#: 837
BOSTON, MA
Past
June 16, 1993 - July 27, 1993
H.J. MEYERS & CO., INC.
BD
CRD#: 15609
ROCHESTER, NY
Past
January 1, 1991 - September 23, 1992
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
January 1, 1991 - September 23, 1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
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 - (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.Highlighted states indicate IAR registrations
IAR
Massachusetts(8/2/2024)
IAR
New Hampshire(1/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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 - (8/1/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Church Street Suite 500, Huntsville, AL 35801
Mailing Address
Phone number
(256) 704-5111
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,626 |
| AUM (Assets Under Management) | $ 3,464,607,203 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
Red Flags
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.
