Andrea Borgioli (CRD# 5233627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Santa Barbara, CA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Santa Barbara, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | Santa Barbara, CA | Apr 2018 - Current | 6 |
| First Republic Securities Company, LLC | Santa Barbara, CA | Sep 2018 - Oct 2023 | 5 |
| Wells Fargo Bank | Santa Barbara, CA | Nov 2006 - Apr 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
-
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)
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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