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Noel Adrian Eddleman

EDDLEMAN & EDDLEMAN
JACKSON, TN
·CRD# 4339336·25 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

EDDLEMAN & EDDLEMAN INC·CRD# 137095
RIA
36 Sandstone Circle, Suite E, Jackson, TN 38305
September 29, 2005 - Present
NEXT FINANCIAL GROUP, INC.·CRD# 46214
RIA
Nashville, TN
April 20, 2005 - August 31, 2005
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Houston, TX
March 30, 2005 - August 31, 2005
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
April 5, 2001 - April 1, 2005

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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
Arizona
Registered Investment Advisory firm - Arizona (7/5/2007 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (9/29/2005 Approved)
Texas
Registered Investment Advisory firm - Texas (9/14/2007 Approved)

Contact Information

Main Address

36 Sandstone Circle Suite E Suite E, Jackson, TN 38305

Phone Number

(731) 554-2408

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

123

AUM (Assets Under Management)

$18,000,000

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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.

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.

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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
Arizona
(7/5/2007)
IAR
Tennessee
(9/29/2005)
IAR
Texas
(9/14/2007)

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 Apr 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2001About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2001About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Feb 2002About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Noel Adrian Eddleman's CRS (Customer Relationship Summary).

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NE
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