J.P. Morgan Securities LLC
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About this Advisor
Andres Guerra is a certified financial planner whose office is in Austin, Texas. Currently a registered financial advisor at J.P. Morgan Securities LLC, Guerra has 12 years of work experience in the financial advisory industry. Guerra maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Guerra is registered to work with investors in Texas. During their career, the advisor has held roles at Chase Investment Services Corp, Peacan Tree S De Rl Cv and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is headquartered in Austin, Texas, and operates out of 5,365 other brick-and-mortar locations in the country. As an advisor firm, J.P. Morgan Securities LLC manages $113 billion in assets across 505,984 accounts and employs more than 5,713 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. J.P. Morgan Securities LLC offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients 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
Andres Guerra Work History
Andres has 12 years of experience.
J.P. Morgan Securities LLC
Peacan Tree S De Rl Cv
Chase Investment Services Corp
Andres Guerra has disclosures.
Please visit their SEC profile for more details.