JE
Joel S. Edstrom
WESCAP GROUP
Glendale, CA 91203
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CRD#: 4340229
JE
Professional summary
Joel Stephen Edstrom is a registered financial advisor currently at WESCAP GROUP located in Glendale, California.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Joel has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Stephen Edstrom'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
May 4, 1988 - Present
WESCAP GROUP
Office #1: 330 N. Brand Blvd Suite 850, Glendale, CA 91203RIA
CRD#: 104759
Glendale, 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".
WG
WESCAP GROUP
WESCAP GROUP | WESCAP MANAGEMENT GROUP, INC. | WESCAP MANAGEMENT GROUP INC
CRD#: 104759 / SEC#: 801-32095
RIA
Registered Investment Advisory firm - (5/20/1988 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
California(5/4/1988)
IAR
Texas(5/13/2019)
Exams
Current Firm
WG
WESCAP GROUP
WESCAP GROUP | WESCAP MANAGEMENT GROUP, INC. | WESCAP MANAGEMENT GROUP INC
CRD#: 104759 / SEC#: 801-32095
RIA
Registered Investment Advisory firm - (5/20/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
330 N. Brand Blvd Suite 850, Glendale, CA 91203
Mailing Address
Phone number
(818) 563-5170
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,225 |
| AUM (Assets Under Management) | $ 985,000,000 |
Red Flags
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