Joshua Edelson
Senior Vice President, Financial Advisor
Joshua Edelson founded Edelson Wealth Management of LPL Financial in 2024, continuing to prioritize his focus on providing high-quality service to his clients. With over 35 years of industry experience and product knowledge, he is dedicated to developing financial strategies crafted with each individual client in mind.
His experience navigating markets and obtaining product knowledge positions him to support his clients and provide guidance that meets them where they are. He serves business owners, corporate executives, attorneys, retirees, technology professionals, and multigenerational clients.
Joshua holds his Series 7, 8, 9, 10, 23, 63, and 66 licenses with LPL Financial. He is licensed in 23 states.
PRIOR EXPERIENCE
Morgan Stanley Senior Vice President 2009-2024
Barclays Managing Director 2008-2009
Lehman Brothers Managing Director 2005-2008
Nomura Securities International Managing Director/C.O.O. 2000-20004
Donaldson, Lufkin, & Jenrette Securities Corporation Managing Director 1992-2000
Drexel Burnham Lambert Vice President 1985-1990