Andrew J Casella

CRD 2804378 · J.P.Morgan Wealth Management Solutions Inc. · New York, NY

IA Registered

Also appears in the source record as: Andrew Joseph Casella; Andrew Casella; Andy Casella

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Not registered in this capacity
Investment adviser registration: Active
Exams passed (4): Series 55Series 7Series 24Series 63
Registered states (1): Texas
Years in the industry: Not yet retrieved from the source record
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P.Morgan Wealth Management Solutions Inc.
Firm CRD: 335439
SEC number: 801-132761
Assets under management: $9.0M as of Mar 31, 2026
Website: www.chase.com ↗
Phone: 212-464-2070
Firm location: New York, NY, 10017

Employment history (6)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
New York, NY · IA capacity

start not retrieved → present
J.P.Morgan Wealth Management Solutions Inc.Current
New York, NY · IA capacity

start not retrieved → present
Alliancebernstein Investment Research And Management, Inc.
Nashville, TN · BC capacity

Jul 12, 2001 → Apr 25, 2003
Csfbdirect, Inc.
Jersey City, NJ · BC capacity

Apr 5, 1999 → May 21, 2001
A. G. Edwards & Sons, Inc.
St. Louis, MO · BC capacity

Feb 26, 1997 → Jan 29, 1999
Royce Investment Group, Inc.
Woodbury, NY · BC capacity

Oct 14, 1996 → Mar 3, 1997

Source & corrections

Where this page comes from

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