AM
Andrew Miller
J.P. MORGAN INSTITUTIONAL INVESTMENTS
Columbus, OH 43240
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CRD#: 7591025
AM
Professional summary
Andrew Miller, who also goes by Andrew D. Miller, Andrew David Miller, Andy D Miller, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.
Andrew is registered as a RR (Registered Representative) and started their career in finance in 2022. Andrew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Andrew D. Miller | Andrew David Miller | Andy D Miller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Entity Name: Greater Incomes, Greater Outcomes Incorporated Investment related: No "Address: 1661 Market Street, Unit 338 Denver, CO 80202" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/28/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No connection to JPMC or similarities to JPMC role. I will serve as CEO of a nonprofit organization aimed at reducing poverty by providing bill relief and other services to low income individuals. Name of business: Greater Incomes, Greater Outcomes Inc. Investment-related: No Address of business: 7201 S Custer Rd, APT 3209, McKinney, TX 75070 Nature of business: 501(c)3 nonprofit corporation Position: CEO Start date of your relationship: 07/2020 Approximate number of hours/month you devote to the other business: 5 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Organize donations to provide financial education sessions to end clients
CRS (Client Relationship Summary) - BD
Click below to view Andrew Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 16, 2025 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 1111 Polaris Parkway, Columbus, OH 43240BD
CRD#: 102920
Columbus, OH
Past
September 30, 2022 - August 22, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Denver, CO
Past
August 30, 2022 - August 22, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Denver, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/16/2025)
RR
Arizona(10/16/2025)
RR
Arkansas(10/16/2025)
RR
California(10/16/2025)
RR
Colorado(10/16/2025)
RR
Connecticut(10/16/2025)
RR
Delaware(10/16/2025)
RR
District of Columbia(10/16/2025)
RR
Florida(10/16/2025)
RR
Georgia(10/16/2025)
RR
Idaho(10/16/2025)
RR
Illinois(10/16/2025)
RR
Indiana(10/16/2025)
RR
Iowa(10/16/2025)
RR
Kansas(10/16/2025)
RR
Kentucky(10/16/2025)
RR
Louisiana(10/16/2025)
RR
Maine(10/16/2025)
RR
Maryland(10/16/2025)
RR
Massachusetts(10/16/2025)
RR
Michigan(10/16/2025)
RR
Minnesota(10/16/2025)
RR
Mississippi(10/16/2025)
RR
Missouri(10/16/2025)
RR
Montana(10/16/2025)
RR
Nebraska(10/16/2025)
RR
Nevada(10/16/2025)
RR
New Hampshire(10/16/2025)
RR
New Jersey(10/16/2025)
RR
New Mexico(10/16/2025)
RR
New York(10/16/2025)
RR
North Carolina(10/16/2025)
RR
North Dakota(10/16/2025)
RR
Ohio(10/17/2025)
RR
Oklahoma(10/16/2025)
RR
Oregon(10/16/2025)
RR
Pennsylvania(10/16/2025)
RR
Rhode Island(10/16/2025)
RR
South Carolina(10/16/2025)
RR
South Dakota(10/16/2025)
RR
Tennessee(10/16/2025)
RR
Texas(10/16/2025)
RR
Utah(10/16/2025)
RR
Vermont(10/16/2025)
RR
Virginia(10/16/2025)
RR
Washington(10/16/2025)
RR
West Virginia(10/16/2025)
RR
Wisconsin(10/16/2025)
RR
Wyoming(10/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JM
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
J. P. MORGAN ADVISORS, INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS | J.P. MORGAN
CRD#: 102920 / SEC#: 801-64031, 8-52182
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
383 Madison Avenue, New York, NY 10179
Mailing Address
480 Washington Blvd, Floor 11 Ny1-f019, Jersey City, NJ 07310-1616
Phone number
(201) 595-1958
Established
Delaware since 05/26/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
