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Edward A. Scherr

J.P. Morgan Securities LLC

Grafton, WI

West Bend, WI

CRD 3221122

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-09-19
WI RA APPROVED 2013-05-31
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • WI RA
    APPROVED
    Since 2013-05-31

Branch Locations

1200 N Port Washington Rd., Grafton, WI 53024 • United States

600 West Paradise Drive, West Bend, WI 53095 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc West Bend WI 05/2013 Present
Jpmorgan Chase Bank, N.A. West Bend WI 05/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-05
S63 Uniform Securities Agent State Law Examination 1999-06-09
  • S65 Uniform Investment Adviser Law Examination
    2002-08-05
  • S63 Uniform Securities Agent State Law Examination
    1999-06-09
Other Names
  • Ed Scherr
  • Edward A Scherr
  • Edward Austin Scherr

View on SEC IAPD

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