Edward J. Hartley
Professional summary
Edward Joshua Hartley, CFP®, who also goes by Josh Hartley, is a registered financial advisor currently at MAG CAP located in Columbus, Mississippi.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Edward has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joshua Hartley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
October 5, 2020 - Present
MAG CAP
Office #1: 510 Lincoln Rd., Columbus, MS 39705January 2, 2009 - October 16, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
June 19, 2008 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 20, 2006 - October 16, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MAG CAP
CRD#: 298398 / SEC#: 801-114023
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2020)
Exams
Current Firm
MAG CAP
CRD#: 298398 / SEC#: 801-114023
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,743 |
| AUM (Assets Under Management) | $ 1,482,714,109 |
Red Flags
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