Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Edgeller is a financial advisor with J.P. Morgan Securities LLC. Johnathan has been in the industry since 2010 and holds Series 6, 7, 24, 63, 66, 79TO, and SIE licenses. Johnathan has extensive experience providing financial planning and investment advice to individuals, businesses, and corporations. Prior to joining J.P. Morgan, Johnathan worked at Wells Fargo Advisors, LLC and Chase Investment Services Corp. Johnathan is registered to provide investment advice in all 50 states and the District of Columbia.
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
04/26/2021 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
09/09/2014 - 10/02/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
12/11/2012 - 09/10/2014
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
07/26/2010 - 12/14/2011
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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