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Mitchell Jay Edwards

Investment adviser representative at Feltl Advisors
23 yearsExperience
1 stateRegistered in
$165.6MFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Feltl AdvisorsDec 2013 to now
  2. Feltl and CompanyJul 2003 to now

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (MN).

Feltl Advisors

Legal name: Feltl Advisors, LLC

$165.6MAssets managed
397Clients
15Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4127796
Firm CRD
165244
Advisor's SEC record (opens in a new tab)
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