UBS Financial Services
47yrs
Top advisor by experience in Plano
8yrs
Claudio Edington is a fiduciary financial advisor in Plano, Texas, with 8 years in the industry. Claudio joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 51% of advisors in Plano
Office8181 Communications Parkway Building A, Floor 03, Plano, TX 75024
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2021J.P. Morgan Securities LLCPreviously
Questions to ask Claudio
Tailored to Claudio’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Claudio
How do I contact Claudio?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Claudio Edington. Claudio works from the Plano, TX office.
How long has Claudio been a financial advisor?
Claudio has been in the industry since 2018, about 8 years. More experience than 51% of advisors in Plano.
What licenses does Claudio hold?
Series 66. Tap any license on this page to see what it allows.
Is Claudio a fiduciary?
Claudio is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Claudio paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Claudio 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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