Andrew Phillips, financial advisor McKinney TX
90 score

Andrew Phillips

CRD 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Andrew J. Phillips
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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