Andrew Megia

CRD 6147241 · J.P. Morgan Securities LLC · San Jose, CA

IA RegisteredBroker

Also appears in the source record as: Andrew Almirol Megia; Andrew A Megia; Andrew Almirol Megia; Andrew Almorol Megia

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (2): California · Texas
Years in the industry (source record): 10
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6147241 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (13)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
San Jose, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
San Jose, CA · BC capacity

start not retrieved → present
Strategic Advisers LLC
San Francisco, CA · IA capacity

Mar 31, 2025 → Oct 8, 2025
Fidelity Brokerage Services LLC
San Francisco, CA · BC capacity

Nov 4, 2024 → Oct 8, 2025
Fidelity Personal And Workplace Advisors
San Francisco, CA · IA capacity

Nov 21, 2024 → Mar 31, 2025
Wells Fargo Advisors
San Mateo, CA · IA capacity

Sep 26, 2023 → Aug 30, 2024
Wells Fargo Clearing Services, LLC
San Mateo, CA · BC capacity

Sep 26, 2023 → Aug 30, 2024
Fisher Investments
Camas, WA · IA capacity

Feb 24, 2022 → Jul 27, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Carmel, CA · IA capacity

Sep 10, 2018 → Feb 9, 2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Carmel, CA · BC capacity

Sep 10, 2018 → Feb 9, 2022
Cetera Investment Advisers LLC
Seattle, WA · IA capacity

Jul 2, 2018 → Sep 1, 2018
Cetera Investment Services LLC
Seattle, WA · BC capacity

Jun 12, 2017 → Sep 1, 2018
Scottrade, Inc.
San Jose, CA · BC capacity

Dec 22, 2014 → Feb 18, 2016

Source & corrections

Where this page comes from

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