Andrew Morse

J.P. Morgan Securities LLC

CRD 5541311

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2026-03-29

NY RA
APPROVED

Since 2026-03-29

Branch Locations

115 Broad Hollow Road, Melville, NY 11747 • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	East Meadow	NY	01/2013	Present
J.P. Morgan Chase Bank N.A.	East Hampton	NY	11/2012	12/2016
Jpmorgan Chase Bank, Na.	East Meadow	NY	12/2016	Present

01/2013 → Present

J.P. Morgan Securities Llc

East Meadow, NY
11/2012 → 12/2016

J.P. Morgan Chase Bank N.A.

East Hampton, NY
12/2016 → Present

Jpmorgan Chase Bank, Na.

East Meadow, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-26
S63	Uniform Securities Agent State Law Examination	2008-07-09

S66 Uniform Combined State Law Examination

2026-03-26
S63 Uniform Securities Agent State Law Examination

2008-07-09

Other Names

Andrew Morse
Andrew R Morse
Andrew R Morse
Andrew Robert Morse

View on SEC IAPD

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