UBS Financial Services
47yrs
Top advisor by experience in Plano
16yrs
Andrew Mitchell
Financial advisor at J.P. Morgan Securities
Andrew Mitchell has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Plano, Texas. Andrew has been with J.P. Morgan Securities since 2024; before that, Andrew spent a year at Osaic Wealth and two years at Signator Investors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?Top 23% by experience in Plano
Office8181 Communications Parkway Building A Floor 04, Plano, TX 75024
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2018 – Jul 2019Osaic Wealth, Inc.Previously
- Dec 2016 – Nov 2018Signator Investors, Inc.Previously
Contact Andrew
(800) 999-2000Firm headquarters in New York, NY. Ask for Andrew. 8181 Communications Parkway Building A Floor 04Plano, TX 75024Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrew
How do I contact Andrew?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Andrew Mitchell. Andrew works from the Plano, TX office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2010, about 16 years. Top 23% by experience in Plano.
What licenses does Andrew hold?
Series 63, Series 66. 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.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Plano
Signal Securities
46yrs
Top advisor by experience at Signal Securities
Osaic Wealth
45yrs
Top 1% by experience in Plano
BFC Planning
45yrs
Top 1% by experience in Plano
SFMG Wealth Advisors
45yrs
Top advisor by experience at SFMG Wealth Advisors