Edward Mitchel Goldner
Also appears in the source record as: Edward Mitchell Goldner
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 24Series 65Series 63
- Registered states (23)
- Arizona · Arkansas · California · Connecticut · Delaware · District Of Columbia · Florida · Indiana · Maryland · Massachusetts · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington
- Years in the industry (source record)
- 29
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2728081 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 (11)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Chase Investment Services Corp.Stony Brook, NY · IA capacityApr 11, 2003 → Oct 1, 2012
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Chase Investment Services Corp.Stony Brook, NY · BC capacityDec 9, 2002 → Oct 1, 2012
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Morgan Stanley Dw Inc.Purchase, NY · BC capacityMar 26, 2001 → Dec 10, 2002
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Glenn Michael Financial, Inc.Melville, NY · BC capacityFeb 24, 2000 → Apr 17, 2001
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New Times Securities Services, Inc.Melville, NY · BC capacityDec 9, 1999 → Feb 16, 2000
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Salomon Smith Barney Inc.New York, NY · BC capacityOct 19, 1998 → Dec 17, 1999
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First American Equities, Inc.Ft Lauderdale, FL · BC capacityDec 16, 1997 → Oct 14, 1998
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Meyers Pollock Robbins, Inc.New York, NY · BC capacityJan 10, 1997 → Dec 16, 1997
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Landmark International EquitiesWestbury, NY · BC capacityNov 5, 1996 → Dec 10, 1996
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.