Andrew ObrienCRD Number: 5371822
Current Firm: J.p. Morgan Securities LLC
Andrew Obrien (CRD# 5371822) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Springfield, IL and has over 9 years of experience in the finance industry.
Cetera Investment Advisers LLC
Wells Fargo Advisors, LLC
Cetera Advisor Networks LLC
|J.p. Morgan Securities LLC||Springfield, IL||Oct 2012 - Current||4|
|Illinois High School Association||Bloomington, IL||Apr 2014 - Apr 2015||1|
|Chatham Baseball And Softball Inc.||Chatham, IL||Apr 2000 - Apr 2014||14|
|Chase Investment Services Corp||Springfield, IL||Aug 2012 - Oct 2012||< 1|
|Pnc Investments||Springfield, IL||Jul 2012 - Jul 2012||< 1|
|Chase Investment Services Corp.||Springfield, IL||Jun 2008 - Jul 2012||4|
|Morgan Stanley & Company, Incorporated||Springfield, IL||Jun 2007 - May 2008||< 1|
|Springfield School District 186||Springfield, IL||Aug 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- 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
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