John D. Edwards

CAPITAL IDEAS

Pocatello, ID 83204

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CRD#: 2672032

Professional summary

John David Edwards, CFA, who also goes by John David Edwards, John Edwards, is a registered financial advisor currently at CAPITAL IDEAS located in Pocatello, Idaho.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 8 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John David Edwards | John 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.

1. Vektor Investment Group, LLC; not investment-related; real estate; Managing Partner; 2/2006 start date; 1 hr/month; selling off the lots. 2. JJJ Cube 88 Publishing LLC; not investment-related; 10/2023 start date; book publishing; 1 hr/quarter.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Edwards's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

April 22, 2024 - Present

CAPITAL IDEAS

Office #1: 109 North Arthur Ave. Suite 205, Pocatello, ID 83204

RIA

CRD#: 114352

Pocatello, ID

Past

June 29, 2020 - October 23, 2024

CALYDON CAPITAL, LLC

RIA

CRD#: 285485

Pocatello, ID

Past

May 3, 2019 - December 5, 2019

EDWARD JONES

RIA

CRD#: 250

POCATELLO, ID

Past

April 29, 2019 - December 5, 2019

EDWARD JONES

CRD#: 250

POCATELLO, ID

Past

April 25, 2012 - August 10, 2017

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

HOUSTON, TX

Past

November 8, 2006 - May 1, 2012

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

HOUSTON, TX

Past

June 7, 1999 - March 23, 2004

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

November 24, 1998 - June 7, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

August 30, 1996 - November 20, 1997

REDWOOD SECURITIES GROUP, INC.

CRD#: 27536

SAN FRANCISCO, CA

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".

CAPITAL IDEAS

CAPITAL IDEAS | CAPITAL IDEAS, INC.

CRD#: 114352 / SEC#: 801-66816

RIA

Registered Investment Advisory firm - (5/25/2006 Approved)

Texas

Registered Investment Advisory firm - (5/30/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(4/22/2024)

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

State Security Law Exam

Series 63

Date: 10/25/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 12/4/2006

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 11/14/2006

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 11/7/2006

General Securities Representative Examination

Current Firm

CAPITAL IDEAS

CAPITAL IDEAS | CAPITAL IDEAS, INC.

CRD#: 114352 / SEC#: 801-66816

RIA

Registered Investment Advisory firm - (5/25/2006 Approved)

Texas

Registered Investment Advisory firm - (5/30/2006 Terminated)

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Contact information

Main Address

12720 Hillcrest Rd Suite 910, Dallas, TX 75230

Mailing Address

Phone number

(214) 750-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (4/17/2025)

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 277,035,209

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.

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Firm Stability Insights

John D. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALYDON CAPITAL, LLC

EDWARD JONES

EDWARD JONES

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN KEEGAN & COMPANY, LLC

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

REDWOOD SECURITIES GROUP, INC.

Primary Firm SEC Registration

CAPITAL IDEAS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/2006

SIE

Date: 8/10/2017

Series 86

Date: 12/4/2006

Series 87

Date: 11/14/2006

Series 7

Date: 11/7/2006

Current Firm

CAPITAL IDEAS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL IDEAS

TRUST BUT VERIFY

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