Edith E Kase

CRD 4146379 · J.P. Morgan Securities LLC · Atlanta, GA

IA RegisteredBroker

Also appears in the source record as: Edith Eun Zu Kase; Edith Eun Zu Lee

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): SIESeries 3Series 31Series 7Series 4Series 10Series 9Series 24Series 65Series 66
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (14)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Atlanta, GA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Atlanta, GA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Atlanta, GA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Atlanta, GA · BC capacity

start not retrieved → present
Morgan Stanley
Atlanta, GA · IA capacity

Oct 5, 2012 → Sep 23, 2019
Morgan Stanley
Atlanta, GA · BC capacity

Oct 5, 2012 → Sep 23, 2019
Wells Fargo Advisors, LLC
Atlanta, GA · IA capacity

Mar 31, 2009 → Sep 27, 2012
Wells Fargo Advisors, LLC
Atlanta, GA · BC capacity

Mar 30, 2009 → Sep 27, 2012
Planmember Securities Corporation
Atlanta, GA · IA capacity

Jan 12, 2009 → Mar 30, 2009
Planmember Securities Corporation
Atlanta, GA · BC capacity

Jan 6, 2009 → Mar 30, 2009
Cbiz Financial Solutions, Inc.
Atlanta, GA · BC capacity

Apr 2, 2005 → Mar 20, 2007
National Planning Corporation
Los Angeles, CA · BC capacity

Jul 23, 2003 → Apr 1, 2005
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Apr 27, 2000 → Feb 7, 2002
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

Apr 27, 2000 → Feb 7, 2002

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.

SEC IAPD record for CRD 4146379 ↗ FINRA BrokerCheck record for CRD 4146379 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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