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JE

John J. Edelen

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Walnut Creek, CA 94596
Some features on this profile are disabled
CRD#: 4753948
JE

Professional summary

John Joseph Edelen is a registered financial advisor currently at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. located in Walnut Creek, California and CAPITAL PLANNING ADVISORS 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 4 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.
The advisor shows no other business activity.

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
Current

March 4, 2026 - Present

CAPITAL PLANNING ADVISORS LLC

Office #1: 200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
RIA
CRD#: 170266
Walnut Creek, CA
Current

May 20, 2026 - Present

VECTOR WEALTH MANAGEMENT

Office #1: 200 Pringle Avenue Suite 400, Walnut Creek, CA 94596
RIA
CRD#: 152667
WALNUT CREEK, CA
Past

February 19, 2004 - June 17, 2004

SCREAMING EAGLE TRADING, INC.

BD
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".
VW
VECTOR WEALTH MANAGEMENT
SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 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)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/22/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/1/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 2/18/2004
General Securities Representative Examination

Current Firm

VW
VECTOR WEALTH MANAGEMENT
SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 Approved)
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Contact information

Main Address
43 Main Street Se Suite 236, Minneapolis, MN 55414
Mailing Address
Phone number
(612) 378-7560
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VECTOR WEALTH MANAGEMENT ADV PART 2A (6/2/2025)

Regulatory assets under management

Total Number of Accounts3,161
AUM (Assets Under Management)$ 1,488,809,873

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.

Company Information

VECTOR WEALTH MANAGEMENT

CRD#: 152667Walnut Creek, CA 94596

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