Timothy Verlan Andersen

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

• 05/2018 → 08/2018
  Simmons Energy (Piper Sandler)
  Houston, TX
• 01/2018 → 04/2018
  Vaughan Nelson Investment Management
  Houston, TX
• 04/2015 → 12/2018
  Brigham Young University
  Provo, UT
• 05/2017 → 08/2017
  Ernst & Young
  Houston, TX
• 04/2015 → 01/2018
  Brigham Young University
  Provo, UT
• 08/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2023 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 06/2022 → 08/2023
  Ara Partners
  Houston, TX
• 08/2021 → 05/2022
  Ngp Energy Capital Management
  Dallas, TX
• 01/2019 → 06/2021
  Simmons Energy (Piper Sandler)
  Houston, TX
• 07/2021 → 07/2021
  Unemployed
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-11-02
• S63 Uniform Securities Agent State Law Examination
  2019-03-15

Other Names

• Timothy Verlan Andersen
• Tim Andersen