Andres
Guerra

J.P. Morgan Securities LLC

CRD#4486705
Investment Advisor
in Austin, TX
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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

Series 66, Certified Financial Planner

Years of Experience

12 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

Yes

Office Location

221 W. Sixth St.
Austin, TX 78701

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

TX Average: 88
Total Number of Accounts

602,419

TX Average: 3,892
Average Account Size

$216,255

TX 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

Andres Guerra Work History

Andres has 12 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2010 - Present (9 years)

Peacan Tree S De Rl Cv

2006 - 2012 (6 years)

Chase Investment Services Corp

Disclosures

Andres Guerra has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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