Andrea Viviana Wiltfong

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

• 06/2015 → 10/2017
  Goldman Sachs & Co Llc
  Salt Lake City, UT
• 07/2020 → Present
  Jpmorgan Chase Bank Na
  Scottsdale, AZ
• 07/2020 → Present
  Jpmorgan Securities Llc
  Scottsdale, AZ
• 11/2017 → 06/2020
  Goldman Sachs & Co Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-09
• S63 Uniform Securities Agent State Law Examination
  2017-12-21

Other Names

• Andrea V Casavilca
• Andrea Casavilca Farfan
• Andrea Viviana Casavilca Farfan