Andrei Michael George Saunders

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

• 07/2013 → 10/2016
  Credit Agricole Securities (Usa) Inc.
  New York, NY
• 01/2017 → 09/2018
  Oppenheimer & Co. Inc.
  New York, NY
• 06/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2018 → 05/2019
  Unemployed
  New Canaan, CT
• 09/2021 → Present
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 09/2021 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 11/2016 → 12/2016
  Unemployed
  New Canaan, CT

Previous Registrations

• 2019-11-07 → 2021-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

NON-INVESTMENT RELATED. BOARD OF TRUSTEES-MEMBER, BRUNSWICK SCHOOL. 100 MAHER AVE. GREENWICH, CT 06830. BEGAN: 9/01/16. HRS/NO: 6 DURING TRADING HOURS: APPROXIMATELY 0. AS A BOARD MEMBER WE ARE TASKED WITH ADVISING TO SCHOOLS ADMINISTRATION ON THE STRATEGIC DIRECTION OF THE SCHOOL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-06
• S63 Uniform Securities Agent State Law Examination
  1993-09-15

Other Names

• Andrei Mg Saunders
• Andrei Michael George Saunders
• Andrei Saunders