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Anthony Paul McCaleb-edwards

J.p. Morgan Securities LLC

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About Anthony Paul McCaleb-edwards

Anthony McCaleb-edwards is a registered representative with J.P. Morgan Securities LLC. Anthony has been working in the financial services industry since 2017 and has a strong background in providing investment advice. Anthony holds licenses for the Series 7TO, Series 63, and SIE examinations, as well as state registrations in 53 jurisdictions. Anthony is also a registered Investment Advisor Representative in Florida and Texas. Anthony currently provides investment advice to a wide range of clients, including individuals, corporations, and charitable organizations. Anthony is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Anthony McCaleb-edwards is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Anthony McCaleb-edwards’s Registration & Firm History

FL

11/05/2024 - Present

J.p. Morgan Securities LLC (Jacksonville FL)

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Licenses & Designations

BC

Issued 11/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Anthony Paul McCaleb-edwards. Review regulatory record here.
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