Best Investors Account Sign in

Andrew Thomas Munger

J.P. Morgan Securities LLC

Sun City West, AZ

CRD 4365292

Claim This Profile
Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-22
TX RA APPROVED 2025-01-10
  • AZ RA
    APPROVED
    Since 2025-01-22
  • TX RA
    APPROVED
    Since 2025-01-10

Branch Locations

13501 Camino Del Sol, Sun City West, AZ 85375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Sun City West AZ 05/2024 Present
Jpmorgan Chase Bank, N.A. Sun City West AZ 01/2005 Present
  • 05/2024 → Present
    Sun City West, AZ
  • 01/2005 → Present
    Jpmorgan Chase Bank, N.A.
    Sun City West, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
S63 Uniform Securities Agent State Law Examination 2005-02-10
  • S66 Uniform Combined State Law Examination
    2025-01-03
  • S63 Uniform Securities Agent State Law Examination
    2005-02-10
Other Names
  • Andrew T Munger
  • Andrew Munger
  • Andrew Thomas Munger

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sun City West, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor