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Andi Berzani

J.P. Morgan Securities LLC

San Antonio, TX

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-13
  • TX RA
    APPROVED
    Since 2025-01-13

Branch Locations

22203 Ih 10, San Antonio, TX 78256 • 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
Bbva Securities, Inc. San Antonio TX 09/2020 06/2021
Aflac Lawrence KS 01/2017 06/2019
J.P. Morgan Securities Llc San Antonio TX 12/2021 Present
Jpmorgan Chase Bank, N.A. San Antonio TX 12/2021 Present
Pnc Bank San Antonio TX 10/2021 11/2021
Bbva Usa San Antonio TX 09/2018 10/2021
Umb Bank Lawrence KS 10/2017 07/2018
Workforce Logiq Lawrence KS 11/2016 01/2017
Unemployed Lawrence KS 08/2016 10/2016
  • 09/2020 → 06/2021
    Bbva Securities, Inc.
    San Antonio, TX
  • 01/2017 → 06/2019
    Aflac
    Lawrence, KS
  • 12/2021 → Present
    J.P. Morgan Securities Llc
    San Antonio, TX
  • 12/2021 → Present
    Jpmorgan Chase Bank, N.A.
    San Antonio, TX
  • 10/2021 → 11/2021
    Pnc Bank
    San Antonio, TX
  • 09/2018 → 10/2021
    Bbva Usa
    San Antonio, TX
  • 10/2017 → 07/2018
    Umb Bank
    Lawrence, KS
  • 11/2016 → 01/2017
    Workforce Logiq
    Lawrence, KS
  • 08/2016 → 10/2016
    Unemployed
    Lawrence, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-13
S63 Uniform Securities Agent State Law Examination 2022-02-18
  • S66 Uniform Combined State Law Examination
    2025-01-13
  • S63 Uniform Securities Agent State Law Examination
    2022-02-18

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
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