Andrei Saunders, financial advisor Greenwich CT

Andrei Saunders

CRD Number: 2388044
Current Firm: J.p. Morgan Securities LLC

Andrei Saunders (CRD# 2388044) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwich, CT and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Na Greenwich, CT Sep 2021 - Current < 1
Jpmorgan Securities LLC Greenwich, CT Sep 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jun 2019 - Sep 2021 2
Unemployed New Canaan, CT Oct 2018 - May 2019 < 1
Oppenheimer & Company Inc. New York, NY Jan 2017 - Sep 2018 1
Unemployed New Canaan, CT Nov 2016 - Dec 2016 < 1
Credit Agricole Securities (usa) Inc. New York, NY Jul 2013 - Oct 2016 3
Unemployed New Canaan, CT May 2013 - Jun 2013 < 1
Crt Capital Group Stamford, CT Jul 2012 - Apr 2013 < 1
Unemployed New Canaan, CT Dec 2011 - Jul 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Nov 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrei M. Saunders
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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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