Andrew Charles Ely

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

• 02/2022 → 12/2023
  Florida Financial Advisors/Trinity Wealth Securities, Llc
  Tampa, FL
• 06/2018 → 06/2019
  Rhoads Lanscaping
  Circleville, OH
• 05/2019 → 06/2022
  Ohio University Bursar Office
  Athens, OH
• 02/2015 → 05/2018
  Unemployed
  Canal Winchester, OH
• 02/2024 → 02/2025
  Equitable Advisors, Llc
  New York, NY
• 02/2025 → Present
  J.P. Morgan Securities Llc
  Austin, TX
• 02/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 02/2024 → 02/2025
  Equitable Financial Life Ins Co
  New York, NY
• 05/2020 → 08/2020
  Jc & Co
  Lancaster, OH
• 01/2024 → 01/2024
  Unemployed
  Tampa, FL

Previous Registrations

• 2024-03-08 → 2025-02-25
  Equitable Advisors, Llc
  Tampa, FL
• 2022-10-11 → 2024-01-02
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-18
• S65 Uniform Investment Adviser Law Examination
  2022-09-07

Other Names

• Andrew C Ely
• Andrew Ely