Unclaimed
Andrew Sheehy is a Registered Representative and Investment Advisor Representative with J.p. Morgan Securities LLC. Andrew has been in the financial services industry since 2007 and has experience in providing financial advice and investment services to individuals, businesses, and institutions. Andrew holds the Series 7, 6, 63, and 66 licenses and is registered with the state of Texas. In addition to his current role at J.p. Morgan Securities LLC, Andrew has held previous positions at Chase Investment Services Corp. and WAMU Investments, Inc. Andrew is committed to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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
TX
09/04/2022 - Present
J.p. Morgan Securities LLC (LEANDER TX)
TX
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CEDAR PARK TX)
TX
02/09/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CEDAR PARK TX)
TX
09/13/2007 - 02/17/2009
WAMU INVESTMENTS, INC. (CEDAR PARK TX)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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