Andrew Burrell

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

• 08/2020 → 12/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2018 → 07/2020
  Brigham Young University - Idaho
  Rexburg, ID
• 07/2019 → 09/2019
  Jersey Mikes Subs
  Woodinville, WA
• 07/2019 → 09/2019
  Jersey Mikes Subs
  Bothell, WA
• 07/2018 → 09/2018
  Jersey Mikes Subs
  Issaquah, WA
• 01/2018 → 04/2018
  Jersey Mikes Subs
  Issaquah, WA
• 12/2017 → 04/2018
  Church Of Jesus Christ Of Latter-Day Saints Seattle Temple
  Bellevue, WA
• 06/2017 → 09/2017
  Church Of Jesus Christ Of Latter-Day Saints Seattle Temple
  Bellevue, WA
• 09/2014 → 07/2020
  Brigham Young University - Idaho
  Rexburg, ID
• 09/2021 → 04/2022
  Jersey Mikes Subs
  Bellevue, WA
• 01/2021 → 09/2021
  Jpmorgan Chase & Co
  Tempe, AZ
• 05/2022 → Present
  J.P. Morgan Securities, Llc
  Newcastle, WA
• 05/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Newcastle, WA
• 01/2018 → 03/2018
  Honda Auto Center
  Bellevue, WA
• 04/2019 → 04/2019
  American Staffing Co.
  Rexburg, ID

Exams

• S66 Uniform Combined State Law Examination
  2026-08-07
• S63 Uniform Securities Agent State Law Examination
  2022-07-18

Other Names

• Andy Stuart Burrell
• Andy Burrell
• Andrew Burrell
• Andrew Stuart Burrell