Andrea Sanchez

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

• 03/2026 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 12/2024 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 12/2024 → 03/2026
  Bank Of America
  Chandler, AZ
• 10/2023 → 01/2025
  Morgan Stanley
  Gilbert, AZ
• 10/2023 → 11/2023
  Mountain America
  Mesa, AZ
• 07/2023 → 10/2023
  Unemployed
  Gilbert, AZ
• 09/2022 → 07/2023
  Bank Of America
  Chandler, AZ
• 07/2016 → 09/2022
  R & A Motorsports
  Corona, CA
• 07/2018 → 08/2018
  Red Robin
  Corona, CA

Previous Registrations

• 2025-03-12 → 2026-03-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03
• S63 Uniform Securities Agent State Law Examination
  2024-03-18

Other Names

• Andrea Elizabeth Sanchez
• Andrea E Sanchez