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John E
CFA®, Series 63
Pocatello, ID
Capital Ideas
John Edwards is a CFA® charterholder with 24 years of industry experience. He is currently a member of the five-advisor team at Capital Ideas, where he has worked since 2024. Prior to this, he held roles at Principal Street Partners, Edward Jones, ATLAS Infrastructure, and Credit Suisse Securities. Outside of his advisory work, he is involved with JJJ Cube 88 Publishing LLC, a book publishing venture. Capital Ideas serves a diverse client base including individuals, families, trusts, and institutional entities, managing over $336 million in assets. The firm employs a discretionary investment approach that incorporates fundamental and technical analysis, proprietary models, and outside research, offering portfolio management, commission-based trading, and subadvisory services.
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