Michael Anderson

Financial advisor at J.P. Morgan Securities LLC · Piqua, OH

Last updated 2026-10-10

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Michael Anderson is a financial advisor at J.P. Morgan Securities LLC in Piqua, OH, CRD 7628203. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2026-04-26.

Registration

CRD number
7628203
Registration status
Active
IAPD registration
2026-04-26
Industry Experience
0 years
Work Experience
11 years
States registered
OH

Licenses and exams

  • Series 66
  • Series 63

Work history

  • 2022-08 to Present · J.P. Morgan Securities, LLC · Sidney, OH
  • 2022-08 to Present · Jpmorgan Chase Bank, N.A. · Sidney, OH
  • 2019-09 to 2022-08 · Park National Bank · Piqua / Greenville, OH
  • 2020-03 to 2021-05 · Piqua City Schools · Piqua, OH
  • 2019-06 to 2019-08 · Skylight Financial Group · Piqua, OH
  • 2015-09 to 2019-05 · Ohio Christian University · Circleville, OH
  • 2017-05 to 2018-12 · Park National Bank · Piqua, OH
  • 2019-06 to 2019-08 · Massachusetts Mutual Life Insurance Co · Piqua, OH
  • 2017-12 to 2018-01 · Ups · Piqua, OH
  • 2022-01 to 2026-01 · Pekowi Softwash LLC · Piqua, OH
  • 2020-05 to Present · Self · Piqua, OH

Current employment

SEC IAPD record for Michael Anderson

J.P. Morgan Securities LLC

Regulatory AUM
$429,694,491,042
Registered advisors
14,334
Offices
5,886
Clients per advisor
87.0 (Moderate)
Average AUM per client
$344.7K (Low)
High-net-worth client ratio
28.6% (Moderate)

J.P. Morgan Securities LLC: advisors, services and reported ETF investments

About

Michael Anderson is a financial advisor at J.P. Morgan Securities LLC in Piqua, OH. Reported securities licenses include Series 66 and Series 63. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Jpmorgan Chase Bank, N.A., Self, Pekowi Softwash LLC, Park National Bank, among others.

SEC disclosures list additional business and community activities: Entity Name: Self Investment Related: No Address: Private Residence Nature Of The Other Business: Firewood Sales Position/title/relationship: Employee/contractor Start Date: 05/03/2020 Approximate # Of Hours A Week: 0-10 Approximate # Of Hours During Securities Trading Hours: 0 Briefly Describe Your Duties: Fire Wood Sales: Cutting and splitting firewood to clean up family farm's woods; Then sell the wood to neighbors.

J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by J.P. Morgan Securities LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Insurance Broker or Agent
  • Registered Security-Based Swap Dealer
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

401 Spring Street, Piqua, OH 45356

7 advisors at this office.

J.P. Morgan Securities office in Piqua, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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