Andrea Cruz

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

• 03/2026 → Present
  J.P. Morgan Securities Llc
  Weston, FL
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Weston, FL
• 08/2025 → Present
  Reflex
  Austin, TX
• 03/2025 → Present
  The Nanny League Inc
  New York, NY
• 07/2019 → Present
  Bagmaster
  Miami, FL
• 07/2023 → 03/2026
  Coyle Hospitality
  Plantation, FL
• 09/2019 → 01/2026
  Wells Fargo
  Fort Lauderdale, FL
• 11/2014 → 09/2019
  Morgan Stanley
  Plantation, FL

Previous Registrations

• 2019-09-20 → 2026-01-20
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
  Aventura, FL
  Palm Beach Gardens, FL
• 2014-11-21 → 2019-09-25
  Morgan Stanley
  Aventura, FL
  Plantation, FL
• 2012-08-28 → 2014-11-25
  Wells Fargo Clearing Services, Llc
  Aventura, FL
• 2012-07-17 → 2012-09-05
  Morgan Stanley
  Purchase, NY
  Aventura, FL

Other Businesses

Entity Name: THE NANNY LEAGUE INC Investment related: No "Address: 276 5th Ave, Ste 704, Fl 7, New York, NY 10001 https://thenannyleague.com/" Nature of the other business: Childcare Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Professional Nanny matching services. I work two to three times a year and I am usually tasked with taking care of kids from newborns to 14-15 years old. Entity Name: BAGMASTER Investment related: No "Address: 18751 W Dixie Hwy, Miami, FL 33180 https://www.travelluggagerepairmiami.com/" Nature of the other business: Luggage Sales/Repair Position/Title/Relationship: Employee/Contractor Start Date: 07/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Company is family owned luggage retailer. I go to help every so often with customer service when needed. Most of the time without pay. Entity Name: REFLEX Investment related: No Address: 106 East 6th Street, Suite 900, Austin, TX 78701 No website Nature of the other business: Retail Staffing Platform Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Reflex is an on demand retail staffing platform. I select jobs whenever available on weekends and my duties are usually sales and/or inventory handling.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-13

Other Names

• Andrea Carolina Cruz
• Andrea Cruz
• Andrea Carolina Cruz Espinoza