John J. Edelen

BEDELL FRAZIER INVESTMENT COUNSELLING.

Walnut Creek, CA 94596

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CRD#: 4753948

Professional summary

John Joseph Edelen is a registered financial advisor currently at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. located in Walnut Creek, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 2 firms and has passed the Series 65, Series 63, Series 55 and Series 7 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.

1.) Insurance Broker; Symmetry Financial; Start Date: 11/2021; 0 hours devoted to selling insurance during market hours; provide expertise and sell insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Edelen'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®

None

Experience

Current

April 2, 2025 - Present

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Office #1: 200 Pringle Avenue Suite 555, Walnut Creek, CA 94596

RIA

CRD#: 107326

Walnut Creek, CA

Past

February 19, 2004 - June 17, 2004

SCREAMING EAGLE TRADING, INC.

CRD#: 126125

ORINDA, 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".

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

BEDELL FRAZIER INVESTMENT COUNSELING, LLC. | BEDELL INVESTMENT COUNSELLING LLC | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | BEDELL FRAZIER INVESTMENT COUNSELLING LLC | BEDELL FRAZIER INVESTMENT COUNSELLING

CRD#: 107326 / SEC#: 801-57272

RIA

Registered Investment Advisory firm - (2/18/2000 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
(4/2/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 5/1/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/18/2004

General Securities Representative Examination

Current Firm

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

CRD#: 107326 / SEC#: 801-57272

RIA

Registered Investment Advisory firm - (2/18/2000 Approved)

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Contact information

Main Address

200 Pringle Avenue Suite 555, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 932-0344

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEDELL FRAZIER INVESTMENT COUNSELLING LLC ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,890
AUM (Assets Under Management)	$ 805,092,901

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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John J. Edelen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Edelen's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

SCREAMING EAGLE TRADING, INC.

Primary Firm SEC Registration

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2025

Series 63

Date: 5/22/2004

Series 55

Date: 5/1/2004

Series 7

Date: 2/18/2004

Current Firm

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

TRUST BUT VERIFY

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