Andrew Roberts
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 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Fidelity Brokerage Services LLCJan 2024 to Aug 2025
- Fidelity InvestmentsJan 2024 to Jul 2025
- Charles Schwab & Co., Inc.Sep 2023 to Dec 2023
- Schwab and TD AmeritradeAug 2021 to Dec 2023
- UnemployedJun 2021 to Jul 2021
- TargetMay 2020 to Aug 2020
- Oklahoma State UniversityAug 2019 to May 2021
- UnemployedAug 2018 to Jul 2019
- Frontier Environmental Service, IncJun 2018 to Jul 2018
- UnemployedSep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7423794
- Firm CRD
- 79