Edoardo Bassi
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCApr 2025 to now
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- U.S. Air ForceDec 2023 to now
- Marriott InternationalAug 2022 to Dec 2023
- CitigroupJan 2022 to Apr 2025
- J.P. Morgan Chase Bank, N.A.Jan 2020 to Jan 2022
- JP Morgan Securities LLCJan 2020 to Jan 2022
- Young's Market CompanyMar 2019 to Jan 2020
- DoordashJan 2019 to Dec 2021
- Thompson Investment Associates LLCJan 2019 to Jan 2020
- Transcendent SolutionsOct 2018 to Mar 2019
- Fourth & Sea RestaurantSep 2018 to Nov 2018
- Burleson & Company Wealth ManagementJul 2018 to Sep 2018
- UnemployedJun 2018 to Jun 2018
- Franklin Templeton InvestmentsJun 2017 to Aug 2017
- Csu Chico Business Success CenterAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6814432
- Firm CRD
- 79