CA
CFP
CA
CFP

Christopher Andrews

30 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker

Christopher Andrews is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Palm Beach Gardens, FL, with 30 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3825 Pga Blvd, 8th and 9th Floor, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2009
Denied
Other Business Activities

Christopher is an employee of both JPMorgan Securities and JPMorgan Bank since 2019. As an employee of JPMorgan Bank, he offers bank products and services, including deposit and credit products.

Employment History
Current Registrations
J.P. Morgan Securities LLC
July 2019 - Present · 7 yrs 3 mos
J.P. Morgan Securities LLCBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1999 - July 2019 · 20 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1999 - July 2019 · 20 yrs 4 mos
J.P. Morgan Securities INC.Broker
August 1996 - March 1999 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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