Mitchell Jay Edwards
Professional Summary
Mitchell Jay Edwards, who also goes by Mitch Edwards, is a registered financial advisor currently at FELTL ADVISORS located in Plymouth, Minnesota and FELTL & COMPANY located in Plymouth, Minnesota. Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mitchell has worked at 6 firms and has passed the Series 66, Series 52TO, Series 57TO, SIE, Series 87, Series 55, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mitch Edwards
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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 on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
FELTL ADVISORS | FELTL ADVISORS, LLC
Contact Information
Main Address
One Carlson Parkway North Suite 225, Plymouth, MN 55447Phone Number
(612) 492-8800# of Employees
15SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
563AUM (Assets Under Management)
$165,615,748Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FELTL ADVISORS | FELTL ADVISORS, LLC
State Registrations and Notice Filings
(8/4/2003)
(12/19/2013)
(7/11/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Jul 2005About the Series 87 examSeries 55 — Limited Representative-Equity Trader Exam
Passed Oct 2000SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Jay Edwards's CRS (Customer Relationship Summary).
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