Andrew Megia
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCMay 2026 to now
- JPMorgan Chase Bank, N.A.May 2026 to now
- UnemployedOct 2025 to Apr 2026
- Strategic Advisers, LLCMar 2025 to Sep 2025
- Fidelity Brokerage Services, LLCSep 2024 to Sep 2025
- Fidelity InvestmentsSep 2024 to Sep 2025
- Wells Fargo Bank, N.A.Aug 2023 to Aug 2024
- Wells Fargo Clearing Services, LLCAug 2023 to Aug 2024
- Fisher InvestmentsFeb 2022 to Jul 2023
- Bank of America, N.A.Sep 2018 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Feb 2022
- Cetera Investment Services Llc/cetera Investment Advisers LLCJun 2017 to Aug 2018
- Homestreet BankJun 2017 to Aug 2018
- Homestreet Bank Investment ServicesJun 2017 to Aug 2018
- J.P. Morgan Securities LLCAug 2016 to May 2017
- JPMorgan Chase Bank, N.A.Aug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn 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
- 6147241
- Firm CRD
- 79