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JR

James P. Rose

EDEN GLOBAL CAPITAL PARTNERS LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 7099310
JR

Professional summary

James P Rose, who also goes by James Rose, is a registered financial professional currently at EDEN GLOBAL CAPITAL PARTNERS LLC located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 2023. James has worked at 2 firms and has passed the Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

James Rose

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 James P Rose'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

August 12, 2025 - Present

EDEN GLOBAL CAPITAL PARTNERS LLC

Office #1: 445 Park Avenue 5th Floor, New York, NY 10022
BD
CRD#: 313169
New York, NY
Past

July 27, 2023 - July 14, 2025

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
Series 79TO
Date: 7/27/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/22/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EG
EDEN GLOBAL CAPITAL PARTNERS LLC
EDEN GLOBAL CAPITAL PARTNERS LLC

CRD#: 313169 / SEC#: , 8-70671

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

Main Address
445 Park Avenue 5th Floor, New York, NY 10022
Mailing Address
445 Park Avenue 5th Floor, New York, NY 10022
Phone number
(212) 466-6790
Established
Delaware since 02/10/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
EDEN GLOBAL PARTNERS LLCMEMBER
DWEK, DAVID M.CHIEF EXECUTIVE OFFICER4715397
KOPEL, REUBENMANAGING DIRECTOR4838321
MEADE, KEVIN CCHIEF COMPLIANCE OFFICER5501434
STAMOVA, ILINA SFINOP5500851

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

EDEN GLOBAL CAPITAL PARTNERS LLC

CRD#: 313169New York, NY 10022

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