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RIA / WealthAdvisorChartered Financial Consultant35 years in industry

JONATHAN JAY EDWARDS

Advisor at KEEL POINT, LLC

HUNTSVILLE, AL | MILFORD, NH

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:7acb6a97-8f4d-8655-3f2e-0313c3cae0b2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 28, 1998 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: KEEL POINT, LLC
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: Sep 21, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Sep 21, 1990
First registration: May 28, 1998
Dual registered: no
Other names: JONATHAN J EDWARDS|JONATHON J EDWARDS
IAPD individual key: 2074893

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
KEEL POINT, LLC	Independent wealth	Jan 30, 2023	n/a	yes	HUNTSVILLE, AL\|MILFORD, NH	Current employment
GRANITE FINANCIAL PARTNERS	Former SEC adviser	Aug 27, 2014	May 11, 2023	no	MILFORD, NH\|MILFORD, NH	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 9, 2006	Jun 17, 2014	no	MANCHESTER, NH\|MILFORD, NH	Previous registration
THE TELGE COMPANIES	n/a	May 28, 1998	Dec 31, 2004	no	MANCHESTER, NH	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
GRANITE FINANCIAL PARTNERS	KEEL POINT, LLC	May 11, 2023	Jan 30, 2023	-101	Firm change after gap	RIA to RIA
NFP ADVISOR SERVICES, LLC	GRANITE FINANCIAL PARTNERS	Jun 17, 2014	Aug 27, 2014	71	Firm change	Other
THE TELGE COMPANIES	NFP ADVISOR SERVICES, LLC	Dec 31, 2004	Jan 9, 2006	374	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
172241:127902:NH:2023-05-11	May 11, 2023	Jan 30, 2023	MILFORD, NH	Firm change after gap

Relationships

Registered with (4)

→ KEEL POINT, LLCRegistered adviserregistration: current employment
Jan 30, 2023 to presentfactForm ADV
→ GRANITE FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Aug 27, 2014 to May 11, 2023factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 9, 2006 to Jun 17, 2014factForm ADV
→ THE TELGE COMPANIESRegistered adviserregistration: previous registration
May 28, 1998 to Dec 31, 2004factForm ADV

Dated events

Occurred
May 11, 2023
Advisor changed firm
Jonathan Jay Edwards left Granite Financial Partners for Keel Point, Llc (registered 2023-01-30)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7acb6a97-8f4d-8655-3f2e-0313c3cae0b2
First observed: May 28, 1998
Last observed: Sep 15, 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.

JONATHAN JAY EDWARDS

Advisor at KEEL POINT, LLC

HUNTSVILLE, AL | MILFORD, NH

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:7acb6a97-8f4d-8655-3f2e-0313c3cae0b2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

KEEL POINT, LLC

Independent wealth

Jan 30, 2023

n/a

yes

HUNTSVILLE, AL|MILFORD, NH

Current employment

GRANITE FINANCIAL PARTNERS

Former SEC adviser

Aug 27, 2014

May 11, 2023

MILFORD, NH|MILFORD, NH

Previous registration

NFP ADVISOR SERVICES, LLC

Former SEC adviser

Jan 9, 2006

Jun 17, 2014

MANCHESTER, NH|MILFORD, NH

Previous registration

THE TELGE COMPANIES

n/a

May 28, 1998

Dec 31, 2004

MANCHESTER, NH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GRANITE FINANCIAL PARTNERS

KEEL POINT, LLC

May 11, 2023

Jan 30, 2023

-101

Firm change after gap

RIA to RIA

NFP ADVISOR SERVICES, LLC

GRANITE FINANCIAL PARTNERS

Jun 17, 2014

Aug 27, 2014

Firm change

Other

THE TELGE COMPANIES

NFP ADVISOR SERVICES, LLC

Dec 31, 2004

Jan 9, 2006

374

Firm change

Other

Team

Left

Joined

From

Kind

172241:127902:NH:2023-05-11

May 11, 2023

Jan 30, 2023

MILFORD, NH

Firm change after gap