Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Alexis Jovel is a financial advisor with over 18 years of experience in the industry. Edgar is currently registered with J.P. Morgan Securities LLC and has offices in Pico Rivera, California. Prior to joining J.P. Morgan Securities LLC, Edgar was registered with CHASE INVESTMENT SERVICES CORP. and WELLS FARGO INVESTMENTS, LLC. Edgar has a Series 66, Series 7 and SIE license and is registered to provide financial advice in 13 states. Edgar specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
09/26/2018 - Present
J.p. Morgan Securities LLC (PICO RIVERA CA)
CA
12/07/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PICO RIVERA CA)
CA
09/04/2009 - 12/06/2011
CHASE INVESTMENT SERVICES CORP. (PICO RIVERA CA)
CA
10/13/2005 - 08/19/2009
WELLS FARGO INVESTMENTS, LLC (HUNTINGTON PARK CA)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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