Andres Alfonzo
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCApr 2023 to now
- JPMorgan Chase Bank NAMar 2023 to now
- JPMorgan Securities LLCMar 2023 to now
- UnemployedApr 2022 to Feb 2023
- Btg Pactual US Capital LLCNov 2021 to Mar 2022
- Wells Fargo AdvisorsNov 2019 to Dec 2021
- Wells Fargo Clearing Services, LLCNov 2019 to Oct 2021
- Morgan StanleyMay 2018 to Nov 2019
- UnemployedApr 2018 to Apr 2018
- Banco Santander InternationalJun 2017 to Mar 2018
- Florida Gulf Coast UniversityAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6944801
- Firm CRD
- 79