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Andrea Renee Clark

J.P. Morgan Securities LLC

Charlotte, NC

CRD 7955313

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-09-23
TX RA APPROVED 2024-09-23
  • NC RA
    APPROVED
    Since 2024-09-23
  • TX RA
    APPROVED
    Since 2024-09-23

Branch Locations

4350 Congress Street Floor 01, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Charlotte NC 07/2024 Present
J.P. Morgan Securities Llc Charlotte NC 07/2024 Present
Brown University Providence RI 09/2020 05/2024
Sumter High School Sumter SC 08/2016 06/2020
Brown University Curricular Resource Center Providence RI 09/2022 04/2024
J.P. Morgan Private Bank Charlotte NC 06/2023 08/2023
Food Lion Llc Sumter SC 07/2020 11/2020
Unemployed Sumter SC 06/2024 06/2024
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Charlotte, NC
  • 07/2024 → Present
    J.P. Morgan Securities Llc
    Charlotte, NC
  • 09/2020 → 05/2024
    Brown University
    Providence, RI
  • 08/2016 → 06/2020
    Sumter High School
    Sumter, SC
  • 09/2022 → 04/2024
    Brown University Curricular Resource Center
    Providence, RI
  • 06/2023 → 08/2023
    J.P. Morgan Private Bank
    Charlotte, NC
  • 07/2020 → 11/2020
    Food Lion Llc
    Sumter, SC
  • 06/2024 → 06/2024
    Unemployed
    Sumter, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-23
  • S66 Uniform Combined State Law Examination
    2024-09-23
Other Names
  • Andrea Clark

View on SEC IAPD

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