Andrew
Alfonso

J.P. Morgan Securities LLC

CRD#6111833
Investment Advisor
in Portland, OR
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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

Series 66, Series 63

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

11354 Sw Durham Rd
Portland, OR 97224

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

OR Average: $7,464,549,021
Total Number of Employees

7,383

OR Average: 88
Total Number of Accounts

602,419

OR Average: 3,892
Average Account Size

$216,255

OR Average: $1,917,921

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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.

2012 - 2012 (0 years)

Chase Investment Services Corp

2012 - Present (7 years)

Jp Morgan Chase Bank

2012 - Present (7 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 years)

Massage Envy

2010 - 2011 (1 years)

Oswego Lakes Country Club

2009 - 2010 (1 years)

Contrast Cleaning

2009 - 2009 (0 years)

Staffing Partners LLC

2008 - 2009 (1 years)

College Of The Siskiyous

Disclosures

Andrew Alfonso has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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