Rachelle Dy Andrus

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

• 10/2008 → 01/2018
  Jpmorgan Chase Bank Na
  San Diego, CA
• 10/2012 → Present
  J.P. Morgan Securities Llc
  San Diego, CA
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A.
  San Diego, CA

Previous Registrations

• 2010-09-29 → 2012-10-01
  Chase Investment Services Corp.
  Ramona, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Poway, CA

Exams

• S66 Uniform Combined State Law Examination
  2010-09-28
• S63 Uniform Securities Agent State Law Examination
  2009-08-13

Other Names

• Rachelle Dy Rosario
• Rachelle Dy Riley
• Rachelle D Riley
• Rachelle D Andrus