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Edward Gallagher

J.p. Morgan Securities LLC

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About Edward Gallagher

Edward Gallagher is a financial professional with over 30 years of experience in the industry. Edward has a Series 7, Series 4, Series 63, and Series 55. Edward is currently registered with J.P. Morgan Securities LLC. Edward has previously been registered with firms such as ConvergEx Execution Solutions LLC, Autranet, LLC, Lehman Brothers Inc., S.G. Warburg & Co. Inc., and Arnhold and S. Bleichroeder, Inc. Edward specializes in investments in securities, commodities, and other financial instruments.

Firm Information

Edward Gallagher 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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Edward Gallagher’s Registration & Firm History

NJ

01/18/2018 - Present

J.p. Morgan Securities LLC (Wall Township NJ)

NY

04/01/2002 - 09/02/2016

CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)

NJ

11/21/1997 - 04/01/2002

AUTRANET, LLC (JERSEY CITY NJ)

NY

04/05/1996 - 09/19/1997

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

03/12/1993 - 04/04/1996

S.G. WARBURG & CO. INC. (NEW YORK NY)

NY

08/01/1986 - 03/04/1993

ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)

NA

10/19/1984 - 07/17/1986

ROCHDALE SECURITIES CORPORATION

NA

01/19/1983 - 10/16/1984

SHEARSON LEHMAN/AMERICAN EXPRESS INC.

NA

03/01/1983 - 06/27/1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

NA

07/21/1982 - 02/04/1983

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

BC

Issued 05/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/1982

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX 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

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, 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

Disclosures

There are no public disclosures for Edward Gallagher.
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