Richard Edge
Financial advisor at J.P. Morgan Securities LLC · Atlanta, GA
Last updated 2026-10-10
Claim your profileRichard Edge is a financial advisor at J.P. Morgan Securities LLC in Atlanta, GA, CRD 4158887. Licenses and exams on the registration: Series 66. IAPD registration began 2001-06-12.
Registration
- CRD number
- 4158887
- Registration status
- Active
- IAPD registration
- 2001-06-12
- Industry Experience
- 25 years
- Work Experience
- 17 years
- States registered
- GA, LA, NC, OH, TX, WV
Licenses and exams
- Series 66
Work history
- 2008-11 to 2017-11 · UBS Financial Services Inc · Atlanta, GA
- 2017-11 to Present · Jpmorgan Chase Bank, N.A. · Atlanta, GA
- 2017-11 to Present · Jpmorgan Securities, Llc. · Atlanta, GA
- 2018-01 to Present · Racer's Edge LLC · Roswell, GA
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
About
Richard Edge is a financial advisor at J.P. Morgan Securities LLC in Atlanta, GA. Reported securities licenses include Series 66. The latest record indicates 25 years of industry experience and 17 years of reported work history. Reported roles include Racer's Edge LLC, Jpmorgan Chase Bank, N.A., UBS Financial Services Inc.
SEC disclosures list additional business and community activities: Entity Name: Racer'S Edge Llc Investment Related: No Address: Roswell: Position/title/relationship: owner start date: 01-jan-2018 approximate # of hours a month: 40 approximate # of hours during securities trading hours: 0 briefly describe your duties: driver within the imsa-sanctioned professional racecar series - gt3 cup challenge USA by yokohoma entity name: the edge 2009 grandchildrens trust investment related: yes address: 1775 alpharetta, ga nature of the other business: trust set up for grantor's grandkids position/title/relationship: trustee start date: 20-aug-2009 approximate # of hours a month: 1 approximate # of hours during securities trading hours: 0 briefly describe your duties: trustee on an investment account that holds basic securities investments entity name: nie irrevocable trust investment related: yes address: 853 fortson, ga nature of the other business: trust that pays for a life insurance contract position/title/relationship: other start date: 01-dec-2011 approximate # of hours a month: 0 approximate # of hours during securities trading hours: 1 briefly describe your duties: pay life insurance premium once a year effective 6/15/2018 i will be an employee of both jpmorgan securities and jpmorgan bank; Jpmorgan bank offers a broad range of products and services nationwide.
J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
3424 Peachtree Road NE, Atlanta, GA 30326
65 advisors at this office.
Contact
The firm's filed contact details.
Official record
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