Andrew Mecham (CRD# 5145474) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mountain Home, ID and has over 17 years of experience in the finance industry. Andrew Mecham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4917253
Lpl Financial LLC
CRD# 6993387
Edward Jones
CRD# 3107362
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Boise, ID | Jan 2019 - Current | 5 |
| Jp Morgan Chase Bank, N.a. | Boise, ID | Jan 2019 - Current | 5 |
| Nampa School Of Karate, LLC | Nampa, ID | Aug 2015 - Current | 8 |
| Principal Life Insurance Company | Boise, ID | Dec 2016 - Dec 2018 | 2 |
| Principal Securities Inc. | Boise, ID | Nov 2016 - Dec 2018 | 2 |
| Northwestern Mutual Wealth Management Company | Nampa, ID | Jan 2016 - Dec 2016 | < 1 |
| Northwestern Mutual Investment Services, LLC | Nampa, ID | May 2006 - Dec 2016 | 10 |
| Northwestern Mutual Life Insurance Company | Nampa, ID | May 2006 - Dec 2016 | 10 |
| Madsen Alternative Therapeutic Resouces | Emmett, ID | Mar 2005 - Dec 2016 | 11 |
| Northwestern Mutual Investment Services, LLC | Nampa, ID | Jun 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- ID
- OR
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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