J.P. Morgan Securities LLC
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About this Advisor
Andrew Alfonso is a financial advisor based out of Portland, Oregon, who has been in the advisory business for 10 years. Alfonso is an employee of J.P. Morgan Securities LLC. Their career trajectory has included roles at Oswego Lakes Country Club, Chase Investment Services Corp, Jp Morgan Chase Bank, Massage Envy, Contrast Cleaning, Staffing Partners LLC, College Of The Siskiyous and J.P. Morgan Securities LLC. Alfonso has Series 66 and Series 63 licenses, which qualify them as a securities representative, and is able to advise clients in Oregon. J.P. Morgan Securities LLC is a financial advisory business that has its headquarters in Portland, Oregon. The company has offices in 5,365 locations and a total of 5,713 people on staff. It manages $113 billion in assets under management across its 505,984 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 190 charitable organizations. Of its 505,984 client accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on the financial services offered. Fees billed by J.P. Morgan Securities LLC likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Alfonso Work History
Andrew has 10 years of experience.
Jp Morgan Chase Bank
J.P. Morgan Securities LLC
Chase Investment Services Corp
Oswego Lakes Country Club
Staffing Partners LLC
College Of The Siskiyous
Andrew Alfonso has no disclosures.
Please visit their SEC profile for more details.