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Andrew Burrell

Investment adviser representative at J.P. Morgan Securities LLC
12 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

12 years in the industry.

  1. J.P. Morgan Securities LLCMay 2022 to now
  2. JPMorgan Chase Bank, N.A.May 2022 to now
  3. Jersey Mikes SubsSep 2021 to Apr 2022
  4. JPMorgan Chase & CoJan 2021 to Sep 2021
  5. The Vanguard Group, Inc.Aug 2020 to Dec 2020
  6. Jersey Mikes SubsJul 2019 to Sep 2019
  7. American Staffing Co.Apr 2019 to Apr 2019
  8. Jersey Mikes SubsJul 2018 to Sep 2018
  9. Jersey Mikes SubsJan 2018 to Apr 2018
  10. Honda Auto CenterJan 2018 to Mar 2018
  11. Church of Jesus Christ of Latter-day Saints Seattle TempleDec 2017 to Apr 2018
  12. Church of Jesus Christ of Latter-day Saints Seattle TempleJun 2017 to Sep 2017
  13. Brigham Young University - IdahoSep 2014 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7288777
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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