Joel Stephen Edstrom
Investment adviser representative at Wescap Group
38 yearsExperience
2 statesRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
38 years in the industry.
- Wescap GroupJan 1988 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wescap Group
Legal name: Wescap Management Group, Inc.
$1.1BAssets managed
331Clients
6Advisers
38 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
- 4340229
- Firm CRD
- 104759