1 month ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
- With CAPTRUST Since 2015
- 610.865.2600
-
600 Hamilton St #900
Allentown, PA 18101
Jim Edwards, AIF®
Principal,
Financial Advisor
Financial Advisors
Jim Edwards is an institutional retirement plan advisor based in Allentown, PA.
Jim serves as a principal and financial advisor with more than 20 years of experience and is responsible for leading his team and providing retirement plan advisory services to corporate fiduciaries. His experience covers fiduciary process, investment management, plan design, participant engagement, and vendor oversight. Jim holds the designation of Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies. He earned a Bachelor of Science degree in accounting from King’s College.
Education
- Bachelor of Science degree in accounting from King’s College
Industry Designations
- Accredited Investment Fiduciary®
Awards & Recognition
- Barron’s Top Institutional Consultants | 2018 and 2019 (Team Edwards/Schantz); 2020, 2021, and 2022 (Team Allentown)
- Financial Times 401 Top Retirement Plan Advisor | 2018, 2019, and 2020
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Allentown)
Memberships
- Finance Committee and the Board of Trustees, The Hillside School
News & Resources
Announcements
Retirement Plans
2 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Announcements
9 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
Announcements
10 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
