UBS Financial Services
47yrs
Top 1% by experience in Atlanta
40yrs
Andrew Firstman
Full name on record: Andrew Eugene Firstman
Financial advisor at J.P. Morgan Securities
Andrew Firstman is a fiduciary financial advisor in Atlanta, Georgia, with 40 years in the industry. After 13 years at Credit Suisse Securities (usa) and seven years at Pershing, Andrew joined J.P. Morgan Securities in 2015, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office3424 Peachtree Road NE Floor 17 & 18, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowJ.P. Morgan Securities LLCCurrent firm
- 2003 – 2015Credit Suisse Securities (usa) LLCPreviously
- 1996 – 2003Pershing LLCPreviously
Contact Andrew
Local office(404) 926-2582Ask for Andrew. (800) 999-2000Main office · New York, NY 3424 Peachtree Road NE Floor 17 & 18Atlanta, GA 30326Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andrew
How do I contact Andrew?
Call Andrew’s local office at (404) 926-2582 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Andrew Firstman.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 1986, about 40 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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