Andrew Westrich

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

• 07/2021 → Present
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 07/2021 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 06/2020 → 08/2020
  Kore Private Wealth
  New York, NY
• 09/2017 → 05/2021
  Tufts University
  Medford, MA
• 07/2011 → 08/2017
  Unemployed
  New York, NY
• 06/2021 → 06/2021
  Unemployed
  New York, NY

Other Businesses

Entity Name: Eastendangler Investment related: No Address: N/A. https://www.instagram.com/eastendangler/?hl=en Nature of the other business: Social Media Position/Title/Relationship: Owner/Partner Start Date: 03/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a social media fishing blog across Instagram, Facebook, and YouTube. We have over 16,000 followers and I run this with my friend. We post footage of us fishing and will soon help brands advertise and eventually get paid for it.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08

Other Names

• Andrew Henry Westrich