Edward Batchelder, financial advisor Bedford IN

Edward Batchelder

CRD Number: 7338267
Current Firm: J.p. Morgan Securities LLC

Edward Batchelder (CRD# 7338267) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bedford, IN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Bedford, IN Oct 2023 - Current < 1
Jpmorgan Chase Bank, N.a. Bedford, IN Oct 2023 - Current < 1
Comm Of Nissan Of Bloomington Bloomington, IN Jun 2023 - Sep 2023 < 1
Cg Moneta Consulting Orlando, FL May 2022 - Sep 2023 1
Event Staffing; Indianapolis, IN Aug 2021 - Sep 2023 2
Allegiant Travel Co Indianapolis, IN Mar 2023 - Apr 2023 < 1
Trueblue Inc. Orlando, FL Dec 2022 - Jan 2023 < 1
Cheesecake Factory Orlando, FL Jul 2022 - Dec 2022 < 1
New York Life Insurance Co Maitland, FL Mar 2021 - Sep 2022 1
Nylife Securities LLC Maitland, FL Feb 2021 - Sep 2022 1
Sunshine Rest Merger Sub LLC Orlando, FL Apr 2022 - Jul 2022 < 1
Adastra Management Group Inc. Orlando, FL Feb 2022 - May 2022 < 1
The Hype Agency LLC Orlando, FL Dec 2021 - May 2022 < 1
Lynch Comm Construction Albany, NY Jan 2019 - Dec 2021 2
Keller Williams Orlando, FL Apr 2020 - Feb 2021 < 1
Vr Us Holding, Inc. Orlando, FL Dec 2020 - Jan 2021 < 1
Kis Consulting LLC Tampa, FL Jun 2020 - Jul 2020 < 1
Holiday Inn Club Vacations Kissimmee, FL May 2019 - Jan 2020 < 1
Plugpv Albany, NY Jan 2019 - Mar 2019 < 1
Vivint Solar Orlando, FL May 2017 - Jan 2019 1
Marriott Ownership Resort Inc. Orlando, FL Jun 2018 - Sep 2018 < 1
Unemployed Williston, VT Apr 2017 - Apr 2017 < 1
Solarcity Williston, VT Jan 2016 - Mar 2017 1
General Nutrition Center/gnc Holdings, LLC South Burlington, VT Mar 2014 - Feb 2016 1
Synergy Fitness Williston, VT Apr 2013 - Jan 2016 2
Olive Garden Burlington, VT Sep 2013 - Jun 2014 < 1
Darden Restaurants Shelburne, VT Sep 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edward C. Batchelder
Phone Number: 800-999-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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