Andrew J Casella
Investment adviser representative at J.p.morgan Wealth Management Solutions Inc.
23 yearsExperience
1 stateRegistered in
$9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- J.p.morgan Wealth Management Solutions Inc.Nov 2025 to now
- J.P. Morgan Securities LLCJun 2024 to now
- JPMorgan Chase Bank, N.A.Apr 2003 to now
- J. P. Morgan Private Investments, Inc.May 2024 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.p.morgan Wealth Management Solutions Inc.
$9MAssets managed
33Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2804378
- Firm CRD
- 335439