Andrew Moon

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

• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Greenvale, NY
• 07/2025 → Present
  J.P. Morgan Securities Llc
  Greenvale, NY
• 09/2024 → 06/2025
  Unemployed
  East Northport, NY
• 06/2024 → 08/2024
  J.P. Morgan Securities Llc
  Greenvale, NY
• 06/2024 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Greenvale, NY
• 01/2023 → 05/2024
  Unemployed
  Ithaca, NY
• 08/2022 → 12/2023
  Cornell University
  Ithaca, NY
• 09/2022 → 12/2022
  Horatius Group
  Ithaca, NY
• 09/2021 → 08/2022
  Catalus Capital
  Ithaca, NY
• 06/2015 → 08/2021
  Unemployed
  Syosset, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-08-30

Other Names

• Andrew Hyunjin Moon