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JE

John Edwardh

RPG FAMILY WEALTH ADVISORY
BURLINGTON, MA 01803
CRD#: 8152859
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JE
John EdwardhRPG FAMILY WEALTH ADVISORY

Professional summary

John Edwardh is a registered financial advisor currently at RPG FAMILY WEALTH ADVISORY, LLC located in Burlington, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. John has worked at 1 firm and has passed the Series 65 and SIE 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 Edwardh'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

September 19, 2025 - Present

RPG FAMILY WEALTH ADVISORY, LLC

Office #1: 25 Burlington Mall Road Suite 404, Burlington, MA 01803
RIA
CRD#: 158528
BURLINGTON, MA

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".
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL

CRD#: 158528 / SEC#: 801-72631

RIA
Registered Investment Advisory firm - (8/3/2011 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
Massachusetts
(2/10/2026)
IAR
Texas
(9/19/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/27/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2021
Securities Industry Essentials Examination

Current Firm

RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL

CRD#: 158528 / SEC#: 801-72631

RIA
Registered Investment Advisory firm - (8/3/2011 Approved)
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Contact information

Main Address
25 Burlington Mall Road Suite 404, Burlington, MA 01803
Mailing Address
Phone number
(888) 285-8600
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RPG FAMILY WEALTH ADVISORY (FWA) - DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/6/2025)

Regulatory assets under management

Total Number of Accounts1,960
AUM (Assets Under Management)$ 590,320,074

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

RPG FAMILY WEALTH ADVISORY, LLC

CRD#: 158528Burlington, MA 01803

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