NE
Noel A. Eddleman
EDDLEMAN & EDDLEMAN
JACKSON, TN 38305
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CRD#: 4339336
NE
Professional summary
Noel Adrian Eddleman is a registered financial advisor currently at EDDLEMAN & EDDLEMAN INC located in Jackson, Tennessee.
Noel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Noel has worked at 3 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
EDDLEMAN VENTURE CAPITAL, LLC 121 Stonebridge Blvd., Suite D Jackson, TN 38305 Investment Related.Venture Capital company. Manager of the General Partner. 06/2015. 10 hours per month. 5 hours per month during trading hours. Responsible for managing the investment selection, investment oversight, and partnership development for a Venture Capital regulation D offering. Winsome Truth,Inc 320 Seven Springs Way Suite 250 Brentwood, TN 37027 Non-Investment Related. Christian Media Company. Board Observer (non voting). Winsome Truth is a holding in Eddleman IMPACT Fund LP. January 2019. 8 hours per quarter. 8 hours per quarter during securities trading hours. Engage in board of directors meeting, provide feedback and discussion with fellow board members regarding company strategy. Harvard Grace 210 Jamestown Park Drive, Suite 200 Brentwood, TN 37027 Non-Investment Related. Real Estate Management. Board Member, 8 hours per quarter. 8 hours per quarter during securities trading hours. Engage in board of directors meeting, provide feedback and discussion with fellow board members regarding company strategy. TNpro Construction Company LP 36 Sandstone Circle, Suite E Jackson, TN 38305 Non-Investment Related. Bord member of GP, EREV II Inc., 8 hours per month. 8 hours per month during securities trading hours. Engage in board of directors meeting, provide feedback and discussion with fellow board members regarding company strategy.
CRS (Client Relationship Summary) - RIA
Click below to view Noel Adrian Eddleman'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®
NoneExperience
Current
September 29, 2005 - Present
EDDLEMAN & EDDLEMAN INC
Office #1: 36 Sandstone Circle, Suite E, Jackson, TN 38305RIA
CRD#: 137095
JACKSON, TN
Past
April 20, 2005 - August 31, 2005
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
NASHVILLE, TN
Past
March 30, 2005 - August 31, 2005
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HOUSTON, TX
Past
April 5, 2001 - April 1, 2005
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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
Arizona(7/5/2007)
IAR
Tennessee(9/29/2005)
IAR
Texas(9/14/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
E&
EDDLEMAN & EDDLEMAN INC
ARCHETYPE INVESTMENT ADVISORS INC | EDDLEMAN VENTURE CAPITAL, LLC | EDDLEMAN & EDDLEMAN, LLC | EDDLEMAN & EDDLEMAN, INC. | EDDLEMAN & EDDLEMAN INC | ARNOLD & ARNOLD | ARCHETYPE INVESTMENT ADVISORS, LLC
CRD#: 137095 / SEC#:
Arizona
Registered Investment Advisory firm - (7/5/2007 Approved)Tennessee
Registered Investment Advisory firm - (9/29/2005 Approved)Texas
Registered Investment Advisory firm - (9/14/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
36 Sandstone Circle Suite E Suite E, Jackson, TN 38305
Mailing Address
Phone number
(731) 554-2408
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 17,500,000 |
Red Flags
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