Joshua James Edwards
Investment adviser representative at Hennion & Walsh Asset Management, Inc.
25 yearsExperience
1 stateRegistered in
$768.8MFirm assets
23 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Hennion & Walsh Asset Management, Inc.Feb 2008 to now
- Hennion & Walsh, Inc.Jun 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Hennion & Walsh Asset Management, Inc.
$768.8MAssets managed
1,099Clients
71Advisers
23 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
- 4426330
- Firm CRD
- 126236