Andrew Michael Chattos

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 09/2016
  Nationwide Investment Services Corporation
  Columbus, OH
• 09/2016 → 07/2025
  Jp Morgan Chase Bank, N.A.
  Columbus, OH
• 05/2018 → Present
  J.P. Morgan Securities Llc
  Columbus, OH
• 03/2016 → 09/2016
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 03/2026 → Present
  Osaic Wealth Inc
  Scottsdale, AZ

Previous Registrations

• 2018-06-21 → 2025-10-12
  J.P. Morgan Securities Llc
  Columbus, OH
  Westerville, OH
  Columbus, OH
  New Albany, OH
• 2016-03-10 → 2016-09-28
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2012-03-02 → 2016-03-21
  Nationwide Securities, Llc
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Other Names

• Andrew Michael Chattos
• Andrew M Chattos
• Andrew M. Chattos