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John Aston Edmunds

Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm 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 feeCommissions

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

11 years in the industry.

  1. Commonwealth Financial NetworkJan 2026 to now
  2. Sage Creek Planning and InvestmentsJan 2026 to now
  3. First Trust Advisors L.P.Jan 2020 to Jan 2026
  4. First Trust Portfolios L.P.Jan 2020 to Jan 2026
  5. Enterprise Holdings LLCJan 2019 to Jan 2020
  6. Extended TravelApr 2018 to Jan 2019
  7. Crush Training LLCFeb 2016 to Feb 2017
  8. Workout AnytimeNov 2015 to Apr 2018
  9. California University of PaAug 2015 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

Commonwealth Financial Network

Legal name: Commonwealth Equity Services, LLC

$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
7219115
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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