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Edward N Brandt

J.p. Morgan Securities LLC

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About Edward N Brandt

Edward Brandt is a financial professional with over 25 years of experience in the industry. Edward is currently registered with J.p. Morgan Securities LLC and has a wide range of experience in the financial services industry, including experience with a variety of firms. Edward is a Series 63 and Series 65 licensed advisor. Edward's certifications include Series 4, Series 24, Series 52, Series 53, Series 55, and Series 57. Edward is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Edward Brandt 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 Brandt’s Registration & Firm History

NY

10/01/2012 - Present

J.p. Morgan Securities LLC (New York NY)

OH

08/18/2004 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

02/10/1997 - 07/27/2006

BANC ONE SECURITIES CORPORATION (COLUMBUS OH)

IA

03/07/1995 - 12/06/1995

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

11/08/1994 - 02/06/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

11/08/1994 - 02/06/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 09/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2015

Series 4 - Registered Options Principal Examination

BC

Issued 11/14/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/22/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/07/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1994

Series 6 - Investment Company Products/Variable Contracts 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 N Brandt.
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