Andrew S. Luehs

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-08
NJ	RA	APPROVED	2025-01-09
NY	RA	APPROVED	2025-01-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lpl Financial Llc	Mount Laurel	NJ	09/2022	12/2024
The College Of New Jersey	Ewing	NJ	08/2018	08/2022
Montclair Golf Club	West Orange	NJ	03/2014	10/2022
Lpl Financial	Livingston	NJ	06/2021	08/2021
Gladstone Wealth Partners	Mount Laurel	NJ	03/2022	12/2024
Gladstone Marlton, Llc/Peak Wealth Partners	Mount Laurel	NJ	10/2022	12/2024
J.P. Morgan Securities Llc	New York	NY	01/2025	Present
Jpmorgan Chase Bank, N.A.	New York	NY	01/2025	Present

09/2022 → 12/2024

Lpl Financial Llc

Mount Laurel, NJ
08/2018 → 08/2022

The College Of New Jersey

Ewing, NJ
03/2014 → 10/2022

Montclair Golf Club

West Orange, NJ
06/2021 → 08/2021

Lpl Financial

Livingston, NJ
03/2022 → 12/2024

Gladstone Wealth Partners

Mount Laurel, NJ
10/2022 → 12/2024

Gladstone Marlton, Llc/Peak Wealth Partners

Mount Laurel, NJ
01/2025 → Present

J.P. Morgan Securities Llc

New York, NY
01/2025 → Present

Jpmorgan Chase Bank, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-01

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