Andrew Croop is a ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in Westerville, OH, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
370 S Cleveland Ave, Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew works as a Guest Service Representative (Redcoat) for Ohio State athletic events, scanning tickets, assisting guests, and providing directions. This role takes a few hours per week and occurs outside of his JPMorgan work hours.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
J.P. Morgan Asset Management
Jpmorgan Distribution Services, INC.Broker
One Group Dealer Services, INC.Broker
One Group Services Company (the)Broker
State Registrations53 states
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