Andrea DyerCRD Number: 5401520
Current Firm: J.p. Morgan Securities LLC
Andrea Dyer (CRD# 5401520) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Leawood, KS and has over 16 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
|Jpmorgan Chase Bank, N.a.||Overland Park, KS||Feb 2021 - Current||2|
|J.p. Morgan Securities LLC||Overland Park, KS||Feb 2021 - Current||2|
|Camp Hemlocks LLC||Brandenton, FL||Jun 2014 - Current||9|
|Unemployed||Overland Park, KS||Dec 2020 - Jan 2021||< 1|
|Tiaa||Overland Park, KS||Feb 2019 - Nov 2020||1|
|Tiaa-cref Individual & Institutional Services, LLC||Overland Park, KS||Feb 2019 - Nov 2020||1|
|Wells Fargo Clearing Services, LLC||Overland Park, KS||May 2010 - Feb 2019||8|
|Wells Fargo Advisors||Overland Park, KS||May 2010 - Feb 2019||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2015|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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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