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RIA / WealthAdvisor21 years in industry

JOHN JEHLE EDWARDS

Advisor at CORIENT

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ed7838d-a85b-528f-9a36-70f1cc37bdee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Dec 16, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

John Jehle Edwards

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 17, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Dec 17, 2004
First registration: Dec 16, 2005
Dual registered: no
Other names: JOHN J EDWARDS
IAPD individual key: 4422180

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	Sep 30, 2025	n/a	yes	Boston, MA	Current employment
BREEDS HILL CAPITAL LLC	Former SEC adviser	Oct 26, 2017	Oct 2, 2025	no	BOSTON, MA	Previous registration
BREEDS HILL CAPITAL LLC	Former SEC adviser	Nov 12, 2013	Jul 17, 2014	no	BOSTON, MA	Previous registration
LAKE STREET ADVISORS, LLC	Former SEC adviser	Dec 5, 2008	Sep 5, 2013	no	PORTSMOUTH, NH\|BOSTON, MA\|PORTSMOUTH, NH	Previous registration
FIDUCIARY TRUST INTERNATIONAL, LLC	Bank affiliated wealth	Dec 16, 2005	May 9, 2007	no	LINCOLN, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BREEDS HILL CAPITAL LLC	Corient	Oct 2, 2025	Sep 30, 2025	-2	Firm change	RIA to RIA
LAKE STREET ADVISORS, LLC	BREEDS HILL CAPITAL LLC	Sep 5, 2013	Nov 12, 2013	68	Firm change	Other
FIDUCIARY TRUST INTERNATIONAL, LLC	LAKE STREET ADVISORS, LLC	May 9, 2007	Dec 5, 2008	576	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169314:319448:MA:2025-10-02	Oct 2, 2025	Sep 30, 2025	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ CORIENTRegistered adviserregistration: current employment
Sep 30, 2025 to presentfactForm ADV
→ BREEDS HILL CAPITAL LLCRegistered adviserregistration: previous registration
Oct 26, 2017 to Oct 2, 2025factForm ADV
→ LAKE STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 5, 2008 to Sep 5, 2013factForm ADV
→ FIDUCIARY TRUST INTERNATIONAL, LLCRegistered adviserregistration: previous registration
Dec 16, 2005 to May 9, 2007factForm ADV

Dated events

Occurred
Oct 2, 2025
Advisor changed firm
John Jehle Edwards left Breeds Hill Capital Llc for Corient (registered 2025-09-30)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ed7838d-a85b-528f-9a36-70f1cc37bdee
First observed: Dec 16, 2005
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN JEHLE EDWARDS

Advisor at CORIENT

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ed7838d-a85b-528f-9a36-70f1cc37bdee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Corient

Independent wealth

Sep 30, 2025

n/a

yes

Boston, MA

Current employment

BREEDS HILL CAPITAL LLC

Former SEC adviser

Oct 26, 2017

Oct 2, 2025

BOSTON, MA

Previous registration

BREEDS HILL CAPITAL LLC

Former SEC adviser

Nov 12, 2013

Jul 17, 2014

BOSTON, MA

Previous registration

LAKE STREET ADVISORS, LLC

Former SEC adviser

Dec 5, 2008

Sep 5, 2013

PORTSMOUTH, NH|BOSTON, MA|PORTSMOUTH, NH

Previous registration

FIDUCIARY TRUST INTERNATIONAL, LLC

Bank affiliated wealth

Dec 16, 2005

May 9, 2007

LINCOLN, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BREEDS HILL CAPITAL LLC

Corient

Oct 2, 2025

Sep 30, 2025

-2

Firm change

RIA to RIA

LAKE STREET ADVISORS, LLC

BREEDS HILL CAPITAL LLC

Sep 5, 2013

Nov 12, 2013

Firm change

Other

FIDUCIARY TRUST INTERNATIONAL, LLC

LAKE STREET ADVISORS, LLC

May 9, 2007

Dec 5, 2008

576

Firm change after gap

Other

Team

Left

Joined

From

Kind

169314:319448:MA:2025-10-02

Oct 2, 2025

Sep 30, 2025

BOSTON, MA

Firm change