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Andy S
Series 63, Series 66
Yucaipa, CA
J.P. Morgan Securities
Andy Samaan is a financial advisor with J.P. Morgan Securities in Yucaipa, California, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked at various J.P. Morgan entities since 2009 and is currently a silent partner at ALE Fresno 2 Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG frameworks and supporting implementation through affiliated entities.
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