Andrew DierCRD Number: 5957785
Current Firm: J.p. Morgan Securities LLC
Andrew Dier (CRD# 5957785) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Melbourne, FL and has over 3 years of experience in the finance industry.
Rall Capital Management, Inc.
Arbogast Financial Advisors, LLC
Atlantic Wealth Advisory Services, LLC
|Jp Morgan Chase Bank LLC||Melbourne, FL||Nov 2014 - Current||3|
|J.p. Morgan Securities LLC||Melbourne, FL||Oct 2012 - Current||5|
|07/2011||Melbourne, FL||Dec 2010 - Current||7|
|Jpmorgan Chase Bank Na||Melbourne, FL||Oct 2012 - Oct 2014||2|
|Chase Investment Services Corp||Melbourne, FL||Jul 2011 - Oct 2012||1|
|Hudsons Furniture||Melbourne, FL||Jan 2010 - Dec 2010||< 1|
|B And D Agency Blue Cross Blue Shield Of Florida||Cocoa, FL||Nov 2009 - Dec 2010||1|
|Diers Decorating||Johnson City, TN||Jan 1999 - Sep 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
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