Andrew Mecham
Andrew Mecham is a CFP, ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in Twin Falls, ID, with 19 years of industry experience. Andrew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
705 Blue Lakes Blvd N, Suite G, Twin Falls, ID, 83301
Get directionsHistory
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 ActivitiesSells Insurance
Andrew receives renewal compensation from insurance products sold prior to his employment with Chase and owns Nampa School of Karate, LLC, where he teaches karate classes and conducts workshops, dedicating about 10-20% of his time. He also owns Fighting Chance Training Center, LLC, a martial arts training center, and has minimal daily involvement beyond funding.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 states
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
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