Andrew ShawCRD Number: 6010358
Current Firm: J.p. Morgan Securities LLC
Andrew Shaw (CRD# 6010358) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arcata, CA and has over 6 years of experience in the finance industry.
Eureka Financial Planners, LLC
Wells Fargo Clearing Services, LLC
Prudent Investor Advisors, LLC
|Jpmorgan Securities LLC||Arcata, CA||Apr 2016 - Current||2|
|Cuna Mutual Group||Eureka, CA||Jul 2014 - Apr 2016||1|
|Cuna Brokerage Services||Eureka, CA||Jul 2014 - Apr 2016||1|
|Edward Jones||Eureka, CA||Oct 2012 - Jun 2014||1|
|Edward Jones||St Louis, MO||Mar 2012 - Oct 2012||< 1|
|Edward Jones||Eureka, CA||Jan 2012 - Mar 2012||< 1|
|Humboldt States University||Arcata, CA||Aug 2007 - Dec 2011||4|
|Humboldt Crabs Baseball||Arcata, CA||Jun 2011 - Aug 2011||< 1|
|Streamguys||Arcata, CA||Jun 2010 - Aug 2010||< 1|
|Small Business Development Center||Oceanside, CA||Jun 2010 - Jul 2010||< 1|
|Leucadia Pizzaria||Encinitas, CA||Jun 2008 - Aug 2008||< 1|
|La Costa Canyon High School||Carlsbad, CA||Jan 2002 - May 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.