Global Retirement Partners
46yrs
Top advisor by experience at Global Retirement Partners
5yrs
Edwin Gonzalez
Financial advisor at J.P. Morgan Securities
Edwin Gonzalez is a fiduciary financial advisor in Allentown, Pennsylvania, with 5 years in the industry. Edwin joined J.P. Morgan Securities in 2026, after a year at Wells Fargo Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 417 advisors with offices in Allentown, and one of 377 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1840 Airport Rd, Allentown, PA 18109
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
- Jan 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Aug 2021 – Oct 2022Wells Fargo Clearing Services, LLCPreviously
Contact Edwin
(800) 999-2000Firm headquarters in New York, NY. Ask for Edwin. 1840 Airport RdAllentown, PA 18109Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Edwin
Tailored to Edwin’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 Edwin
How do I contact Edwin?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Edwin Gonzalez. Edwin works from the Allentown, PA office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Edwin hold?
Series 66. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Edwin 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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