Andrew Zobel, financial advisor Jenison MI
88 score

Andrew Zobel

CRD Number: 6299802
Current Firm: J.p. Morgan Securities LLC

Andrew Zobel (CRD# 6299802) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jenison, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Jension, MI Apr 2016 - Current < 1
Jp Morgan Securities LLC Jenison, MI Apr 2016 - Current < 1
Dk Security Grand Rapids, MI Nov 2015 - Current 1
Edward Jones St Louis, MO Mar 2014 - Nov 2015 1
Farmer's Insurance Group Calendonia, MI Aug 2013 - Feb 2014 < 1
Dk Security Kentwood, MI Feb 2012 - Dec 2013 1
Wedgwood Christian Services Grand Rapids, MI Feb 2011 - Jul 2013 2
Above & Beyond Catering Norton Shores, MI Sep 2010 - Mar 2012 1
Arnie's Grand Rapids, MI Nov 2010 - Feb 2011 < 1
Logan's Roadhouse Walker, MI Oct 2005 - Nov 2010 5
Spectrum Health Hospitals - Blogett Campus Grand Rapids, MI Nov 2008 - Mar 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Andrew M. Zobel
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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