Andrew Nakagawa, financial advisor Westlake Village CA

Andrew Nakagawa

CRD Number: 5499078
Current Firm: J.p. Morgan Securities LLC

Andrew Nakagawa (CRD# 5499078) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westlake Village, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Na Westlake Village, CA Nov 2020 - Current 3
Jpmorgan Securities LLC Westlake Village, CA Nov 2020 - Current 3
Lpl Financial LLC Woodland Hills, CA Jun 2017 - Nov 2020 3
California Bank & Trust (affiliated W/ Zions Bank) Woodland Hills, CA Mar 2017 - Nov 2020 3
Wells Fargo Clearing Services, LLC West Hills, CA Nov 2016 - Mar 2017 < 1
Wells Fargo Bank Na West Hills, CA Aug 2014 - Mar 2017 2
Wells Fargo Advisors LLC West Hills, CA Aug 2014 - Nov 2016 2
Unionbanc Investment Services Port Hueneme, CA Mar 2013 - Jul 2014 1
Union Bank Port Hueneme, CA Dec 2012 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Andrew M. Nakagawa
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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