Timothy Verlan Andersen
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- J.P. Morgan Securities LLCAug 2023 to now
- JPMorgan Chase Bank, N.A.Aug 2023 to now
- Ara PartnersJun 2022 to Aug 2023
- Ngp Energy Capital ManagementAug 2021 to May 2022
- UnemployedJul 2021 to Jul 2021
- Simmons Energy (piper Sandler)Jan 2019 to Jun 2021
- Simmons Energy (piper Sandler)May 2018 to Aug 2018
- Vaughan Nelson Investment ManagementJan 2018 to Apr 2018
- Ernst & YoungMay 2017 to Aug 2017
- Brigham Young UniversityApr 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6964010
- Firm CRD
- 79