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JE

John W. Edwards

DREXEL HAMILTON
New York, NY 10017
Some features on this profile are disabled
CRD#: 1757360
JE

Professional summary


John William Edwards JR., who also goes by Jack Edwards Jr, Jack Edwards, John William Edwards Jr, John Williams Edwards Jr, is a registered financial professional currently at DREXEL HAMILTON, LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1993. John has worked at 14 firms and has passed the SIE, Series 99TO and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Edwards Jr | Jack Edwards | John William Edwards Jr | John Williams Edwards Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John William Edwards JR.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 19, 2023 - Present

DREXEL HAMILTON, LLC

Office #1: 110 East 42nd Street Suite 1502, New York, NY 10017
BD
CRD#: 143570
New York, NY
Past

November 3, 2017 - October 17, 2023

RQD* CLEARING, LLC

BD
CRD#: 134284
New York, NY
Past

October 22, 2014 - October 11, 2023

VOLANT LIQUIDITY, LLC

BD
CRD#: 150063
New York, NY
Past

October 18, 2010 - October 15, 2014

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

August 30, 2010 - September 24, 2010

OTR GLOBAL TRADING LLC

BD
CRD#: 138116
PURCHASE, NY
Past

November 28, 2005 - June 5, 2009

BLACKSTONE SECURITIES PARTNERS L.P.

BD
CRD#: 17917
NEW YORK, NY
Past

April 11, 2005 - August 8, 2005

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

February 3, 2003 - July 2, 2003

SCUDDER FINANCIAL SERVICES, INC.

BD
CRD#: 41692
BOSTON, MA
Past

February 3, 2003 - January 31, 2005

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

February 3, 2003 - January 31, 2005

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

January 9, 2003 - February 3, 2003

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

January 9, 2003 - February 3, 2003

SCUDDER FINANCIAL SERVICES, INC.

BD
CRD#: 41692
BOSTON, MA
Past

January 9, 2003 - February 3, 2003

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

March 2, 1998 - January 31, 2005

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

November 19, 1997 - March 2, 1998

WESTMINSTER RESEARCH ASSOCIATES LLC

BD
CRD#: 14508
STAMFORD, CT
Past

February 18, 1997 - March 2, 1998

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY
Past

December 9, 1993 - January 23, 1997

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DH
DREXEL HAMILTON, LLC
DREXEL HAMILTON, LLC

CRD#: 143570 / SEC#: , 8-67576

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
110 East 42nd Street Suite 1502, New York, NY 10017
Mailing Address
110 East 42nd Street Suite 1502, New York, NY 10017
Phone number
(212) 632-0400
Established
Pennsylvania since 12/13/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FELICE, ANTHONY PHILIPCHIEF EXECUTIVE OFFICER4441607
DOLL, LAWRENCE KIRKOWNER5236486
ELSAS, ROGER DEWITTOWNER200659
FAY, MELISSA JO HILEROWNER5360445
MARTINKO, JOHN CHRISTOPHEROWNER5286067
KIM, HYUNG SOWNER5653676
BRENNAN, PAUL FRANCISCHIEF OPERATING OFFICER2170928
EDWARDS, JOHN WILLIAM JR.CHIEF FINANCIAL OFFICER/FINOP1757360
MAGEE, MARY BRENNANTRUSTEE, THE PAUL F. BRENNAN TRUST (DATED MAY 12, 2015) UNDER THE JOHN V. BRENNAN TRUST OF MAY 12, 2015
SANOK, EDWARD WILLIAMCHIEF COMPLIANCE OFFICER6301272
THE PAUL F. BRENNAN TRUST (DATED MAY 12, 2015) UNDER THE JOHN V. BRENNAN TRUST OF MAY 12, 2015OWNER

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DREXEL HAMILTON, LLC

CRD#: 143570New York, NY 10017

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