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Andres Avila

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.

  1. J.P. Morgan Securities LLCMar 2026 to now
  2. JPMorgan Chase Bank, N.A.Mar 2026 to now
  3. J.P. Morgan (suisse) SaOct 2024 to Mar 2026
  4. J.P. Morgan Securities LLCJan 2023 to Sep 2024
  5. JPMorgan Chase Bank, N.A.Jan 2023 to Sep 2024
  6. JPMorgan Chase Bank, N.A.Jun 2022 to Aug 2022
  7. Bain CapitalJul 2021 to Dec 2021
  8. MasschallengeJan 2020 to Jun 2020
  9. Northeastern UniversitySep 2018 to Dec 2022
  10. UnemployedMar 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
7693929
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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