Andrew Stretch
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.
- J.P. Morgan Securities LLCMay 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to Apr 2024
- Integrity Capital LLCJan 2023 to Feb 2023
- Solera/ Claims Service GroupApr 2022 to May 2023
- Americans for Prosperity/ Talent WaveJul 2020 to Nov 2020
- Wheels AmericaApr 2020 to Apr 2022
- Engage TexasOct 2019 to Apr 2020
- Kevin Kelly State FarmJun 2018 to Oct 2019
- UnemployedMay 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7730101
- Firm CRD
- 79