Andrea M. Morton

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

• 06/2018 → 10/2020
  Dominion Energy
  Richmond, VA
• 12/2017 → 03/2018
  Unemployed
  Richmond, VA
• 04/2017 → 11/2017
  Veterans Sourcing Group
  New York, NY
• 10/2016 → 04/2017
  Unemployed
  New York, NY
• 09/2016 → 10/2016
  Ss&C
  New York, NY
• 10/2020 → 10/2021
  Thrivent Investment Management Inc
  Richmond, VA
• 11/2020 → 05/2021
  Thrivent Financial
  Appleton, WI
• 05/2021 → 10/2021
  Thrivent Financial
  Appleton, WI
• 10/2021 → Present
  J.P. Morgan Securities, Llc
  Richmond, VA
• 10/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Richmond, VA
• 04/2018 → 05/2018
  Unemployed
  Henrico, VA

Previous Registrations

• 2021-02-08 → 2021-10-28
  Thrivent Investment Management Inc.
  Chesterfield, VA
  Camp Hill, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-02-05
• S63 Uniform Securities Agent State Law Examination
  2021-01-30

Other Names

• Andrea Marie Kastner
• Andrea Marie Morton
• Andrea Marie Oliveira
• Andrea Marie Oliveira