Andy SamaanCRD Number: 6156974
Current Firm: J.p. Morgan Securities LLC
Andy Samaan (CRD# 6156974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Calimesa, CA and has over 4 years of experience in the finance industry.
Royal American Financial Advisors, LLC
Raymond James Financial Services Advisors, Inc.
Investment Counselors Of Redlands LLC
|Jp Morgan Securities LLC||Redlands, CA||Jan 2013 - Current||5|
|Jp Morgan Chase Bank||Redlands, CA||Aug 2009 - Current||8|
|Jp Morgan Chase Bank||San Bernardino, CA||Feb 2009 - Aug 2009||< 1|
|Best Buy||San Bernardino, CA||Oct 2008 - Feb 2009||< 1|
|Pizza Hut||Highland, CA||Sep 2006 - Oct 2008||2|
|Cajon High School||San Bernardino, CA||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
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