We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message
Edward Valestin

Edward Valestin

Wealth Advisor

Edward Valestin


617.654.2027

Edward.valestin@jpmorgan.com

50 Rowes Wharf, 4th Floor

Boston, MA 02110

About Edward

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.

1.This is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.