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John Robert Marx

Investment Adviser Representative at EDGE WEALTH MANAGEMENT, LLC

New York, NYCRD #1062448Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Robert Marx has worked in the securities industry since 2021. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/31/2009
Series 7
General Securities Representative Examination
Passed 1/8/2009
Series 5
Interest Rate Options Examination
Passed 6/15/1982
Series 24
General Securities Principal Examination
Passed 10/20/2009
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 3/21/1989

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

EDGE Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EDGE WEALTH MANAGEMENT, LLCCurrent
5/7/2021New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EDGE WEALTH MANAGEMENT, LLC

5 other advisors in the directory

View EDGE WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Robert Marx has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Robert Marx - Financial Advisor in New York, NY | AdvisorFinder