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Andrew Seth Masters

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 LLCJul 2025 to now
  2. JPMorgan Chase Bank, N.A.Jul 2025 to now
  3. U.S. Bancorp Investments, Inc.Oct 2023 to Jun 2025
  4. US BankOct 2023 to Jun 2025
  5. Mwa Financial Services IncMay 2023 to Oct 2023
  6. Modern Woodmen of AmericaMar 2023 to Oct 2023
  7. UnemployedSep 2022 to Mar 2023
  8. Regions BankOct 2018 to Aug 2022
  9. Harris TeeterNov 2016 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (AR, 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
7739992
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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