Andrew Wakefield Young

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

• 07/2006 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2006 → Present
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

Entity Name: Myself Investment related: N Address: New York, NY 10022 Nature of the other business: Visual Art Position/Title/Relationship: Visiual Artist Start Date: 02/15/2021 "Approximate # of hours a month: 0-10 0 during trading hours" Briefly describe your duties: I paint, research, and collect art. My paintings, from time to time, may be exhibited in galleries and other venues and be for sale. Also, as part of my collecting activity, I will sell paintings from time to time via auction and other cutomary outlets.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-22
• S63 Uniform Securities Agent State Law Examination
  2000-12-14