Morgan Stanley
47yrs
Top advisor by experience in New York
17yrs
Robert Edelman
Financial advisor at J.P. Morgan Securities
Robert Edelman is a fiduciary financial advisor in New York, New York, with 17 years in the industry. Robert joined J.P. Morgan Securities in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 74% of advisors at J.P. Morgan Securities
Office240 B Greenwich St, New York, NY 10007
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Robert
(800) 999-2000J.P. Morgan Securities main office 240 B Greenwich StNew York, NY 10007Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Robert Edelman. Robert works from the New York, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2009, about 17 years. More experience than 74% of advisors at J.P. Morgan Securities.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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