Andrew FirmanCRD Number: 6045463
Current Firm: J.p. Morgan Securities LLC
Andrew Firman (CRD# 6045463) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Collins, CO and has over 2 years of experience in the finance industry.
Martin Wealth Management, LLC
Contryman Wealth Advisors
Oaktree Financial Planning, LLC
|J.p. Morgan Securities LLC||Longmont, CO||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||Longmont, CO||Jul 2011 - Current||5|
|Chase Investment Services Corp||Longmont, CO||Mar 2012 - Oct 2012||< 1|
|Unemployed||Fort Collins, CO||May 2011 - Jul 2011||< 1|
|Csu Housing And Dining||Fort Collins, CO||Oct 2010 - May 2011||< 1|
|Colorado State University||Fort Collins, CO||Aug 2008 - May 2011||2|
|Csu Health Network||Fort Collins, CO||Jan 2010 - Oct 2010||< 1|
|Unemployed||Amherst, MA||May 2008 - Aug 2008||< 1|
|Greenfield Community College||Greenfield, MA||Jan 2007 - May 2008||1|
|Amherst College Housing And Dining||Amherst, MA||May 2005 - May 2008||3|
|Amherst Regional High School||Amherst, MA||Aug 2004 - May 2008||3|
|Lord Jeffrey Inn||Amherst, MA||Apr 2006 - May 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- 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
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