Andrew Vahab

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

• 05/2007 → 03/2021
  Citigroup Global Markets Inc.
  New York, NY
• 03/2021 → 09/2023
  First Republic Securities Company, Llc
  Boca Raton, FL
• 03/2021 → Present
  First Republic Investment Management, Inc.
  Boca Raton, FL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Boca Raton, FL
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Boca Raton, FL

Previous Registrations

• 2021-03-24 → 2025-03-18
  J.P. Morgan Private Wealth Advisors Llc
  Boca Raton, FL
• 2007-05-29 → 2021-03-18
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  Long Island City, NY
  Long Island City, NY
  New York, NY
  New York, NY
  Fort Lee, NJ
  New York, NY
  Ft. Lauderdale, FL
• 2005-07-15 → 2007-05-29
  Citicorp Investment Services
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Entity Name: Storyline Investment related: No "Address: 30765 Pacific Coast Highway Suite 21 Malibu CA 90265" Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 01/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Ai/digital experience for personalized video. Used to integrate and improve financial literacy and engagement for an end client in any type of retail service industry. Name: PVWFLL LLC Address: 3825 PGA Blvd Suite 701 Palm Beach Gardens FL 33410 Investment-related: No Nature of the business: Real Estate Role: LLC Member/Owner Start Date: 09/30/2021 Description of duties: Make decisions on which property to purchase Number of hours each month: 1 Number of hours during trading: 0 Name: AW Dreyfoos School of Arts Foundation Address: 501 S Sapodilla Ave. West Palm Beach FL 33401 Investment-related: No Nature of the business: Art and academic programs Role: Board Member Start Date: 05/05/2022 Description of duties: As an alumni board member I would help with the schools focus on arts and education. Normal board duties and helping raise awareness in the community. Number of hours each month: 2 Number of hours during trading: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-14
• S63 Uniform Securities Agent State Law Examination
  2003-03-31

Designations

• Certified Financial Planner

Other Names

• Andrew Vahab
• Andrew Michael Vahab