Andrew F Murray

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 08/2019
  Bny Mellon Capital Markets, Llc
  Boca Raton, FL
• 09/2013 → 06/2019
  Pershing Llc
  Boca Raton, FL
• 08/2019 → 07/2022
  Advisor Asset Management, Inc
  Fort Lauderdale, FL
• 08/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Lauderdale, FL
• 08/2023 → Present
  J.P. Morgan Securities Llc
  Fort Lauderdale, FL
• 08/2022 → 07/2023
  Unemployed
  Fort Lauderdale, FL
• 12/2021 → Present
  Kmj Cif Sanford Llc
  Fort Lauderdale, FL
• 12/2021 → Present
  Kmj Cpf Countyline, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2009-04-20 → 2011-09-13
  Barclays Capital Inc.
  San Francisco, CA
  New York, NY
  New York, NY
• 2007-07-02 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY
• 2002-11-14 → 2007-07-25
  Ubs Financial Services Inc.
  New York, NY
  New York, NY

Other Businesses

Entity Name: Lauderdale Yacht Club Investment related: Yes Address: 1725 SE 12th St, Fort Lauderdale, FL 33316 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/28/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Lauderdale Yacht club is a bath, tennis and sailing club. I will be on the finance committee which is responsible for review the annual budget and making adjustments when/where needed. Entity Name: KMJ CIF SANFORD LLC Investment related: No Address: 1420 Middle River Drive, Fort Lauderdale, FL, 33304 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/15/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Sanford property included the development of four buildings totaling 550,000 SF in Sanford, FL. Entity Name: KMJ CPF Countyline, LLC Investment related: No Address: 1420 Middle River Drive, Fort Lauderdale, FL 33304 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/15/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Countyline property included the development of a 330,000 SF building in Plant City, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-07
• S66 Uniform Combined State Law Examination
  2002-11-13
• S63 Uniform Securities Agent State Law Examination
  2002-03-15

Other Names

• Andrew Francis Murray