Andrew Morgan Frederick
Investment adviser representative at J.P. Morgan Securities LLC
17 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
17 years in the industry.
- J.P. Morgan Securities LLCMar 2026 to now
- JPMorgan Chase Bank, N.A.Mar 2026 to now
- UnemployedOct 2025 to Feb 2026
- Congruent WealthJan 2025 to Sep 2025
- Vystar Credit UnionJan 2020 to Jan 2025
- UnemployedSep 2019 to Dec 2019
- Republic National Distributing CompanyAug 2019 to Aug 2019
- Publix SupermarketsOct 2009 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8038585
- Firm CRD
- 79