Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Espinosa is a financial advisor at J.p. Morgan Securities LLC, with over 38 years of experience in the industry. Edwin is registered in 23 states and holds Series 7, 63, 65, 72 and SIE licenses. Edwin has been with J.p. Morgan Securities LLC since 2012 and has previously worked at CHASE INVESTMENT SERVICES CORP., WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BGC FINANCIAL INC., ICAP SECURITIES USA LLC, GARBAN LLC and GARBAN SECURITIES LLC. Edwin specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (THE WOODLANDS TX)
TX
06/30/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (THE WOODLANDS TX)
TX
11/06/2007 - 06/11/2010
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
08/17/2007 - 09/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
NY
10/02/2006 - 04/04/2007
BGC FINANCIAL INC. (NEW YORK NY)
NJ
02/01/2002 - 08/28/2006
ICAP SECURITIES USA LLC (JERSEY CITY NJ)
NY
11/01/1988 - 01/25/2002
GARBAN LLC (NEW YORK NY)
NJ
05/12/1995 - 08/07/2001
GARBAN SECURITIES LLC (JERSEY CITY NJ)
NA
06/24/1982 - 05/01/1986
PAINEWEBBER INCORPORATED
IA
Issued 11/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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
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