Edward S. Valestin
SCHWAB WEALTH ADVISORY | Wealth Advisor
Boston, MA 02110
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CRD#: 7189254
Professional summary
Edward S. Valestin, who also goes by Edward S. Valestin, Edward Valestin, Eddie Valestin, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Boston, Massachusetts and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Edward has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
Edward Valestin is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of The Corbett Mason Group, he delivers strategic advisory guidancethat helps to address the sophisticated requirements of a diverse client base—ultrahigh-net-worth individuals and their families,entrepreneurs, corporate executives and other successful professionals.
Eddie's process is comprehensive, and he pays close attention to the entirety of each individual's situation. His targeted knowledge of 10b5-1 plans enables him to help clients diversify their concentrated positions and make the most of equity compensation opportunities. Eddie studies all areas of the balance sheet, evaluating liabilities as well as assets to determine how they may be better managed. Together with his team, he relishes the challenge of developing approaches that are customized to individualized needs and personalized financial goals.
Known for relating well with clients, Eddie possesses a capability set that includes management oversight, business development and leadership skills. His strength lies in his expansive network and ability to connect people with the resources they need. Eddie uses a collaborative style to consult in a manner that is transparent and trusting. He welcomes the opportunity to build lasting relationships, and places emphasis on delivering an excellent customer experience.
Eddie attended Appalachian State University, where he received a B.S. in Political Science. He earned an M.B.A. from Boston College, with a focus in Finance. Eddie is driven by an intense work ethic, and he held a customer service role in the athletic department on campus while simultaneously attending graduate school full-time. He has his FINRA Series 7 and 66 securities licenses.
Prior to joining J.P. Morgan in 2019, Eddie spent 10 years with Marriott Hotels and Omni Hotels & Resorts in various sales management and client-focused roles. Interested in using his strong interactive skills in another hightouch industry, he pivoted toward financial services and wealth management. Eddie is pleased to deliver the strength and reputation of an industry leader as a benefit for his clients. In 2021, The Corbett Mason Group was named a Barron's Top 100 Team1.
Originally from North Carolina, Eddie lives in Boston with his wife and daughter. He enjoys forming ties in his community and runs the local Appalachian State University alumni chapter. Previously, Eddie volunteered with a literacy program, reading to third-graders in the public school system. For fun, he golfs and goes cycling.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward S. Valestin | Edward Valestin | Eddie Valestin
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.
Effective 10/7/2019 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
CRS (Client Relationship Summary) - RIA
Click below to view Edward S. Valestin's 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®
NoneExperience
Current
September 30, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: One International Place Suite 2810, Boston, MA 02110RIA
CRD#: 159035
Boston, MA
Current
September 5, 2025 - Present
CHARLES SCHWAB & CO., INC.
Office #1: One International Place, Boston, MA 02110-2600RIA
BD
CRD#: 5393
Boston, MA
Past
January 28, 2020 - August 3, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
BOSTON, MA
Past
December 13, 2019 - August 3, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Massachusetts(9/5/2025)
IAR
Massachusetts(9/30/2025)
RR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042
SEC notice filing (53 States and Territories)
Red Flags
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Company Information
SCHWAB WEALTH ADVISORY, INC.
Wealth AdvisorCRD#: 159035Boston, MA 02110TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
