Andrew PhillipsCRD Number: 5956319
Current Firm: J.p. Morgan Securities LLC
Andrew Phillips (CRD# 5956319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in McKinney, TX and has over 5 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
|J.p. Morgan Securities LLC||Mckinney, TX||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||Mckinney, TX||Nov 2010 - Current||6|
|Chase Investment Services Corp||Mckinney, TX||Jul 2011 - Oct 2012||1|
|Plano Independent School District||Plano, TX||Sep 2010 - May 2011||< 1|
|Sams Club||Plano, TX||Aug 2010 - Feb 2011||< 1|
|Realty Executives||Puerto Penasco,||Jan 2010 - Jun 2010||< 1|
|Unemployed||Phoenix, AZ||Oct 2009 - Jan 2010||< 1|
|Wells Fargo Bank||Scottsdale, AZ||Jun 2008 - Sep 2009||1|
|Plano Independent School District||Plano, TX||Feb 2008 - May 2008||< 1|
|Unemployed||Plano, TX||Dec 2007 - Jan 2008||< 1|
|Realty Executives/first Mexican Investments||Puerto Penasco,||Jun 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
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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