Ed Wentzheimer
Ed Wentzheimer is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 24 years of industry experience. Ed is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
277 Park Avenue, 2nd & 3rd Floor, New York, NY, 10172
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
March 2008Other Business Activities
Ed owns rental property in Hoboken, NJ, dedicating minimal time after business hours. He also serves as a board member for the Center for Hearing and Communication, spending minimal time during trading hours.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
AXA Advisors, LLCBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Thomas Morgan, CFAJ.P. Morgan Securities LLC
- Rita CamburnJ.P. Morgan Securities LLC
- Jeanne BergerJ.P. Morgan Securities LLC
- Kevin Sherman, CFPJ.P. Morgan Securities LLC
- James Fleming, CFPJ.P. Morgan Securities LLC
- John Kelly, CFPJ.P. Morgan Securities LLC