Unclaimed
Edward Charles Tarbutton is a registered investment advisor representative with J.P. Morgan Securities LLC. Edward has been in the industry since 2009. Edward has a Series 7, Series 66, and Series 65 license. Edward is also registered in all states except for Texas, where Edward is registered as an investment advisor representative only.
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
1
2
DC
02/22/2024 - Present
J.p. Morgan Securities LLC (Washington DC)
VA
03/28/2011 - 10/24/2017
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
DC
09/17/2009 - 04/05/2011
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
IA
Issued 02/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
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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