Edward Wess
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- Bank of America, N.A.Jun 2022 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Jun 2024
- Marvi IncFeb 2022 to Sep 2022
- Network CapitalOct 2021 to May 2022
- DocusignApr 2021 to Oct 2021
- The Holding CompanyApr 2021 to Sep 2021
- La Mesa Farmers IncFeb 2021 to Apr 2021
- Popular PropertiesAug 2020 to Jan 2021
- Yellow Door TaqueriaFeb 2020 to Aug 2020
- Boston Tavern CoFeb 2020 to Mar 2020
- UnemployedDec 2019 to Jan 2020
- The Holding CompanyJul 2019 to Nov 2019
- SearsuckerSep 2016 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7588275
- Firm CRD
- 79