John R. Edmonds

LIGHTSQUARE WEALTH MANAGEMENT | Financial Advisor

Bingham Farms, MI 48025

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CRD#: 5365762

Professional summary

John Roy Edmonds, who also goes by John R Edmonds, is a registered financial advisor currently at LIGHTSQUARE WEALTH MANAGEMENT, LLC located in Bingham Farms, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John R Edmonds

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)Name of Business: En Passant, LLC Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an open LLC. (2)Name of Business: LightSquare Insurance Agency Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primary purpose of this entity is to facilitate the flow of insurance commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Roy Edmonds'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

June 1, 2023 - Present

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Office #1: 30150 Telegraph Road Suite 170, Bingham Farms, MI 48025

RIA

CRD#: 324958

Bingham Farms, MI

Past

February 16, 2018 - June 6, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

BLOOMFIELD HILLS, MI

Past

February 16, 2018 - June 6, 2023

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

BLOOMFIELD HILLS, MI

Past

September 18, 2009 - February 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

September 18, 2009 - February 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

June 1, 2009 - October 15, 2009

MORGAN STANLEY

CRD#: 149777

SOUTHFIELD, MI

Past

June 6, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SOUTHFIELD, MI

Past

September 21, 2007 - June 9, 2008

EDWARD JONES

RIA

CRD#: 250

TROY, MI

Past

August 8, 2007 - June 9, 2008

EDWARD JONES

CRD#: 250

TROY, MI

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".

LIGHTSQUARE WEALTH MANAGEMENT, LLC

LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT

CRD#: 324958 / SEC#: 801-128092

RIA

Registered Investment Advisory firm - (6/21/2023 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

Michigan
(6/1/2023)

IAR

Texas
(6/27/2023)

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 66

Date: 8/23/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/19/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/7/2007

General Securities Representative Examination

Current Firm

LIGHTSQUARE WEALTH MANAGEMENT, LLC

LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT

CRD#: 324958 / SEC#: 801-128092

RIA

Registered Investment Advisory firm - (6/21/2023 Approved)

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Contact information

Main Address

30150 Telegraph Road Suite 170, Bingham Farms, MI 48025

Mailing Address

Phone number

(248) 641-3540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (4/30/2025)

Regulatory assets under management

Total Number of Accounts	249
AUM (Assets Under Management)	$ 131,412,984

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

John R. Edmonds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Roy Edmonds's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

LIGHTSQUARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2007

SIE

Date: 10/1/2018

Series 31

Date: 7/19/2008

Series 7

Date: 8/7/2007

Current Firm

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIGHTSQUARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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