Edward F Rich

J.P. Morgan Securities LLC

CRD 5346258

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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:

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-28

TX RA
APPROVED

Since 2024-06-28

Branch Locations

160 Federal Street, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
J.P. Morgan Securities Llc	Boston	MA	11/2023	Present
Jpmorgan Chase Bank, N.A.	Boston	MA	07/2023	Present
First Republic Bank	Boston	MA	12/2021	07/2023
East Boston Savings Bank	Boston	MA	03/2014	11/2021

11/2023 → Present

J.P. Morgan Securities Llc

Boston, MA
07/2023 → Present

Jpmorgan Chase Bank, N.A.

Boston, MA
12/2021 → 07/2023

First Republic Bank

Boston, MA
03/2014 → 11/2021

East Boston Savings Bank

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-28

S66 Uniform Combined State Law Examination

2024-06-28

View on SEC IAPD

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