Ed Wentzheimer

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 04/2021
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → 04/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2021 → 10/2023
  First Republic Securities Company, Llc
  New York, NY
• 04/2021 → Present
  First Republic Investment Management, Inc.
  New York, NY
• 09/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2021-04-16 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2010-07-01 → 2021-05-10
  Morgan Stanley
  New York, NY
• 2002-12-18 → 2010-07-12
  Ubs Financial Services Inc.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Property Rental; Investment related Yes; Hoboken, NJ; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2020; During business hours: 0; After business hours: 5; Accounting/Bookkeeping. Name: Center for Hearing and Communication Address: 50 Broadway, New York, NY 10004 Investment-related: No Nature of the business: A comprehensive, interdisciplinary approach to hearing healthcare through specialized clinical and support services for adults and children. Role: Board Member Start Date: 08/01/2018 Description of duties: Board Member duties Number of hours each month: 5 Number of hours during trading: 5

Exams

• S66 Uniform Combined State Law Examination
  2001-12-17

Other Names

• Wentzheimer
• Edward Ryan Wentzheimer