Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bonelli is an investment advisor representative at J.P. Morgan Securities LLC. Andrew has been in the industry since 2018 and has a Series 63 and Series 7 license as well as the SIE exam. Andrew is registered in a number of states and has held prior registration with X-Change Financial Access, LLC in Illinois. Andrew offers investment advice services, including financial planning and portfolio management, for a variety of client types, including individuals, corporations, and charitable organizations. Andrew's firm, J.P. Morgan Securities LLC, has a total of over $249 billion in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/03/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
IL
07/17/2013 - 08/14/2013
X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)
IA
Issued 05/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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