Edward Joshua Hartley
Investment adviser representative at Mag Cap
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Mag CapOct 2020 to now
- Magnolia Capital Advisors, LLCOct 2020 to now
- Milestone InvestmentsOct 2020 to now
- Milestone Investment GroupOct 2015 to Oct 2020
- Raymond James Financial Services, IncApr 2006 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MS).
Mag Cap
Legal name: Magnolia Capital Advisors LLC
$1.7BAssets managed
1,566Clients
16Advisers
8 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
- 4934529
- Firm CRD
- 298398