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Andrew Megia

J.P. Morgan Securities LLC
10 Years of Experience
San Jose, CA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Andrew Megia is a registered investment advisor at J.P. Morgan Securities LLC, based in San Jose, CA, with 10 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.

J.P. Morgan Securities LLC
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
—
View Full SEC Brochure

Location

1499 Berryessa Rd, San Jose, CA, 95133

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History

Regulatory History (2)
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.
Financial
September 2026
Pending
Financial
December 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
May 2026 - Present · 5 mos
J.P. Morgan Securities LLC
May 2026 - Present · 5 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - October 2025 · 7 mos
Fidelity Personal and Workplace Advisors
November 2024 - March 2025 · 4 mos
Fidelity Brokerage Services LLCBroker
November 2024 - October 2025 · 11 mos
Wells Fargo Clearing Services, LLCBroker
September 2023 - August 2024 · 11 mos
Wells Fargo Advisors
September 2023 - August 2024 · 11 mos
Fisher Investments
February 2022 - July 2023 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - February 2022 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - February 2022 · 3 yrs 5 mos
Cetera Investment Advisers LLC
July 2018 - September 2018 · 2 mos
Cetera Investment Services LLCBroker
June 2017 - September 2018 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
October 2016 - June 2017 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - May 2016 · 2 mos
Scottrade, INC.Broker
December 2014 - February 2016 · 1 yr 2 mos
State Registrations2 states
CATX
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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