Andrew Muniz

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

• 01/2026 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 10/2025 → 12/2025
  Unemployed
  Santa Ana, CA
• 05/2017 → 09/2025
  Bank Of America/Merrill Lynch
  Orange, CA
• 02/2017 → 04/2017
  Unemployed
  Costa Mesa, CA
• 04/2015 → 01/2017
  Docs Done Right
  Lake Forest, CA

Previous Registrations

• 2023-04-08 → 2025-09-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Anaheim, CA
  Anaheim, CA
  New York, NY
  Anaheim, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-04-07

Other Names

• Andrew Muniz
• Andrew Steven Muniz