John Edmonds has been Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer of LightSquare Wealth Management since May 2023, is a control person of the firm and directly owns 75% or more of it.
Lightsquare Wealth Management, LLC is a Bingham Farms, MI firm with $204M under management, 172 clients and 2 advisers across 2 offices, as of its June 2026 filing.
John R. Edmonds is President & Chief Investment Officer of LightSquare Wealth Management, based in Bingham Farms, MI. He previously served as vice president and senior financial advisor at Merrill Lynch, where he was a team leader for the Merrill Lynch Training Program. He was an advisor with Raymond James from 2018 to 2023.
John Edmonds’ longest registration was 8 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2009–2018). Before joining LightSquare Wealth Management in 2023, John Edmonds was registered through Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 3 yearsBingham Farms, MI · Adviser representative · Firm CRD 324958
- Raymond James & Associates, Inc.– · 5 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 705
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 7691
- Edward Jones– · under a yearTroy, MI · Adviser representative · Firm CRD 250
Professional designations
Listed by LightSquare Wealth Management
- CRPC®
Investment adviser representative registrations
John Edmonds is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2023.
- MichiganSince 1 June 2023
- TexasResidentSince 27 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 19 July 2008 |
| Series 66 | Uniform Combined State Law Examination | 23 August 2007 |
| Series 7 | General Securities Representative Examination | 7 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Roy Edmonds
- CRD
- 5365762
- Firm
- LightSquare Wealth Management · CRD 324958
- Role
- Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer
- Office
- 30150 TELEGRAPH ROAD, SUITE 170, Bingham Farms, MI 48025
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lightsquarewealth.com
Where does John Edmonds work?
John Edmonds has been Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer of Lightsquare Wealth Management, LLC since May 2023, and is a control person of the firm.
Is John Edmonds a financial advisor?
Yes. John Edmonds has a current investment-adviser registration in Michigan and Texas, through LightSquare Wealth Management since June 2023.
How many years of experience does John Edmonds have?
John Edmonds has 19 years in the financial industry, since August 2007, across 4 adviser firms.
What exams has John Edmonds passed?
John Edmonds has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in August 2007. FINRA credited John Edmonds with the SIE, which began in October 2018.
Where did John Edmonds work before LightSquare Wealth Management?
Before LightSquare Wealth Management, John Edmonds was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2009 to February 2018; Edward Jones, September 2007 to June 2008.
Where is John Edmonds based?
John Edmonds’ registered office is in Bingham Farms, MI.
Is John Edmonds registered with FINRA?
No. John Edmonds has no current broker registration.
How can I verify John Edmonds’ record?
Search CRD 5365762 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Edmonds’ full registration record.