Andrew Poole
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 LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- UnemployedSep 2024 to Jun 2025
- Lido AdvisorsJun 2024 to Aug 2024
- Tabor MineralsJan 2024 to Jun 2024
- Bluespring Wealth PartnersJun 2023 to Jul 2023
- TecovasMay 2023 to Jan 2024
- Kappa Alpha Theta Fraternity Housing CorporationAug 2022 to Jan 2024
- Center for Christian Growth IncMay 2022 to Aug 2022
- University of Texas At AustinAug 2021 to May 2023
- Albertsons Companies, Inc.Jul 2020 to Apr 2022
- Army & Air Force Exchange ServiceMar 2019 to Jun 2020
- UnemployedJul 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7751781
- Firm CRD
- 79