Best Investors Account Sign in

Andrew Jared Morris

J.P. Morgan Securities LLC

Chicago, IL

CRD 6971268

Claim This Profile
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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-17
IL RA APPROVED 2021-09-07
  • TX RA
    APPROVED
    Since 2022-11-17
  • IL RA
    APPROVED
    Since 2021-09-07

Branch Locations

10 S Dearborn St Floor 09, Chicago, IL 60603 • 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
J.P. Morgan Securities Llc Chicago IL 07/2021 Present
Jpmorgan Chase Bank, N.A. Chicago IL 07/2021 Present
Oklahoma State University Stillwater OK 08/2020 06/2021
Jp Morgan Chase And Co. Tulsa OK 06/2020 08/2020
Pricewaterhousecoopers Chicago IL 01/2020 03/2020
The Boeing Company Oklahoma City OK 06/2019 11/2019
American Bank And Trust Company Tulsa OK 12/2018 01/2019
Morgan Stanley Tulsa OK 06/2018 08/2018
Southern Agriculture Tulsa OK 05/2017 08/2017
Oklahoma State University Stillwater OK 08/2016 12/2019
Oklahoma State University Stillwater OK 08/2020 07/2021
Unemployed Tulsa OK 04/2020 06/2020
  • 07/2021 → Present
    J.P. Morgan Securities Llc
    Chicago, IL
  • 07/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 08/2020 → 06/2021
    Oklahoma State University
    Stillwater, OK
  • 06/2020 → 08/2020
    Jp Morgan Chase And Co.
    Tulsa, OK
  • 01/2020 → 03/2020
    Pricewaterhousecoopers
    Chicago, IL
  • 06/2019 → 11/2019
    The Boeing Company
    Oklahoma City, OK
  • 12/2018 → 01/2019
    American Bank And Trust Company
    Tulsa, OK
  • 06/2018 → 08/2018
    Morgan Stanley
    Tulsa, OK
  • 05/2017 → 08/2017
    Southern Agriculture
    Tulsa, OK
  • 08/2016 → 12/2019
    Oklahoma State University
    Stillwater, OK
  • 08/2020 → 07/2021
    Oklahoma State University
    Stillwater, OK
  • 04/2020 → 06/2020
    Unemployed
    Tulsa, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-07
  • S66 Uniform Combined State Law Examination
    2021-09-07

View on SEC IAPD

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor