Andrew L. Croop

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

• 12/2015 → 12/2017
  Valic Financial Advisors
  Independence, OH
• 01/2018 → 08/2021
  Nationwide Investment Services Corp
  Columbus, OH
• 08/2021 → Present
  Jp Morgan Securities Llc
  Westerville, OH
• 08/2021 → Present
  Jp Morgan Chase Bank, N.A.
  Westerville, OH
• 01/2018 → 08/2021
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 01/2018 → 08/2021
  Nationwide Mutual Insurance Co
  Columbus, OH

Previous Registrations

• 2018-01-19 → 2021-09-02
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2016-03-07 → 2018-01-04
  Valic Financial Advisors, Inc.
  Independence, OH
  Columbus, OH
• 2006-03-09 → 2009-11-10
  J.P. Morgan Investment Management Inc.
  New York, NY

Other Businesses

Entity Name: The Ohio State University Investment related: No "Address: The Ohio State University 281 W Lane Ave, Columbus, OH 43210 https://www.osu.edu" Nature of the other business: Event Services Position/Title/Relationship: Employee/Contractor Start Date: 08/20/2024 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The role is with The Ohio State University, specifically with Ohio State athletic events. The role is titled " Guest Service Representative" better known locally as a "Redcoat" The role include scanning tickets, information desks, assisting guests with directions, etc. I would work events that would be outside my JPMorgan work hours. Ohio State Home Football games (on Saturdays) and other events, after work hours throughout the year. Pay is 15$/hr. The role has no similarities to my JPM role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-04
• S63 Uniform Securities Agent State Law Examination
  1999-03-08

Designations

• Chartered Financial Consultant

Other Names

• Andrew Line Croop