Edwin
Puri

J.P. Morgan Securities LLC

CRD#1189140
Investment Advisor
in Atlanta, GA
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About this Advisor

Edwin Puri is an investment advisor who lives in Atlanta, Georgia. Currently an advisor with J.P. Morgan Securities LLC, Puri has 12 years of experience in the financial advisory industry. Puri maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Puri is registered to advise customers in Georgia, Louisiana, North Carolina, Ohio, Texas and Wisconsin. Over the course of their career, Puri has held roles at J.P. Morgan Securities LLC, Ubs Financial Services and Jpmorgan Chase Bank Na. J.P. Morgan Securities LLC is headquartered in Atlanta, Georgia, and has 5,365 offices throughout the country. As a company, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 accounts and employs more than 5,713 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3424 Peachtree Road Ne Floor 17 and 18
Atlanta, GA 30326

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

GA Average: $7,464,549,021
Total Number of Employees

7,383

GA Average: 88
Total Number of Accounts

602,419

GA Average: 3,892
Average Account Size

$216,255

GA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Edwin Puri Work History

Edwin has 12 years of experience.

2013 - Present (6 years)

J.P. Morgan Securities LLC

2013 - Present (6 years)

Jpmorgan Chase Bank Na

2006 - 2013 (7 years)

Ubs Financial Services

Disclosures

Edwin Puri has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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