Edwin Voeller

CRD 2170573 · J.P. Morgan Securities LLC · San Francisco, CA

IA RegisteredBroker

Also appears in the source record as: Edwin Richard Voeller Jr; Edwin Richard Jr Voeller

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (37): Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2170573 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (12)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Scottsdale, AZ · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
San Francisco, CA · BC capacity

start not retrieved → present
Wells Fargo Advisors, LLC
Folsom, CA · IA capacity

Mar 11, 2005 → Aug 30, 2012
Wells Fargo Advisors, LLC
Folsom, CA · BC capacity

Mar 10, 2005 → Aug 30, 2012
Wells Fargo Institutional Securities, LLC
Charlotte, NC · BC capacity

Mar 15, 2001 → Apr 1, 2005
Wells Fargo Brokerage Services, L.L.C.
Minneapolis, MN · BC capacity

Feb 4, 1999 → Apr 1, 2005
Wells Fargo Investments, LLC
San Francisco, CA · BC capacity

May 2, 2001 → Jun 1, 2001
Wells Fargo Securities Inc.
San Francisco, CA · BC capacity

Aug 15, 1997 → May 2, 2001
Money Market 1 Institutional Investment Dealer
Sausalito, CA · BC capacity

Mar 20, 1996 → Mar 25, 1997
Painewebber Incorporated
Weehawken, NJ · BC capacity

Jan 28, 1995 → Apr 9, 1996
Kidder, Peabody & Co. Incorporated
New York, NY · BC capacity

Oct 13, 1992 → Jan 28, 1995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Oct 14, 1991 → May 29, 1992

Source & corrections

Where this page comes from

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