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Andres Moncada

J.P. Morgan Securities LLC

New York, NY

CRD 8139033

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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
NY RA APPROVED 2025-10-03
TX RA APPROVED 2025-10-03
  • NY RA
    APPROVED
    Since 2025-10-03
  • TX RA
    APPROVED
    Since 2025-10-03

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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 New York NY 07/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 07/2025 Present
Unemployed New York NY 06/2025 06/2025
Grace Church School New York NY 09/2024 05/2025
Jpmorgan Chase Bank, N.A. New York NY 06/2024 08/2024
Grace Church School New York NY 09/2023 05/2024
Jpmorgan Chase Bank, N.A. New York NY 06/2023 08/2023
Unemployed New York NY 09/2022 05/2023
La Llanada Kendale Lake FL 07/2019 08/2022
Unemployed Brownsville TX 07/2015 06/2019
  • 07/2025 → Present
    New York, NY
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2025 → 06/2025
    Unemployed
    New York, NY
  • 09/2024 → 05/2025
    Grace Church School
    New York, NY
  • 06/2024 → 08/2024
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2023 → 05/2024
    Grace Church School
    New York, NY
  • 06/2023 → 08/2023
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2022 → 05/2023
    Unemployed
    New York, NY
  • 07/2019 → 08/2022
    La Llanada
    Kendale Lake, FL
  • 07/2015 → 06/2019
    Unemployed
    Brownsville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-03
  • S66 Uniform Combined State Law Examination
    2025-10-03
Other Names
  • Andres Henrique Moncada

View on SEC IAPD

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