Andrew Mindnich (CRD# 5284834) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 14 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | West Harrison, NY | Apr 2022 - Current | 1 |
Jpmorgan Chase Bank, N.a. | West Harrison, NY | Apr 2022 - Current | 1 |
Jpmorgan Securities LLC | Jersey City, NJ | Sep 2017 - Mar 2022 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater, NJ | Apr 2015 - Sep 2017 | 2 |
Metlife Securities Inc. | Fairfield, NJ | Jul 2014 - Apr 2015 | < 1 |
Bgc Financial, LP | New York, NY | Jan 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2010 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- NJ
- NY
- TX
-
Total Assets Under Management212,929MILLIONS
-
Total Number of Accounts982,795ACCOUNTS
-
Average Account Value$216,656
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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
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