JE
Jacob A. Edwards
WELLSPRING FINANCIAL PARTNERS
Danville, CA
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CRD#: 7967260
JE
Professional summary
Jacob Andrew Edwards, who also goes by Jake Edwards, is a registered financial advisor currently at WELLSPRING FINANCIAL PARTNERS located in Danville, California.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake Edwards
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 Jacob Andrew Edwards'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
August 26, 2025 - Present
WELLSPRING FINANCIAL PARTNERS
RIA
CRD#: 158872
Danville, 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".
WELLSPRING FINANCIAL PARTNERS
INVESTMENT METRICS INC. | WELLSPRING FINANCIAL PARTNERS | WELLSPRING FINANCIAL ADVISORS | INVESTMENT METRICS, LLC
CRD#: 158872 / SEC#: 801-112630
RIA
Registered Investment Advisory firm - (4/13/2018 Approved)Arizona
Registered Investment Advisory firm - (4/16/2018 Terminated)California
Registered Investment Advisory firm - (5/16/2018 Terminated)Colorado
Registered Investment Advisory firm - (5/2/2018 Terminated)Louisiana
Registered Investment Advisory firm - (4/16/2018 Terminated)Minnesota
Registered Investment Advisory firm - (4/19/2018 Terminated)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
Arizona(10/1/2025)
IAR
California(8/26/2025)
Current Firm
WELLSPRING FINANCIAL PARTNERS
INVESTMENT METRICS INC. | WELLSPRING FINANCIAL PARTNERS | WELLSPRING FINANCIAL ADVISORS | INVESTMENT METRICS, LLC
CRD#: 158872 / SEC#: 801-112630
RIA
Registered Investment Advisory firm - (4/13/2018 Approved)Arizona
Registered Investment Advisory firm - (4/16/2018 Terminated)California
Registered Investment Advisory firm - (5/16/2018 Terminated)Colorado
Registered Investment Advisory firm - (5/2/2018 Terminated)Louisiana
Registered Investment Advisory firm - (4/16/2018 Terminated)Minnesota
Registered Investment Advisory firm - (4/19/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4703 E. Camp Lowell Drive Suite 135, Tucson, AZ 85712
Mailing Address
Phone number
(520) 327-1019
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 1,016,208,473 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
