J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
8yrs
Andrew Bonelli
Financial advisor at J.P. Morgan Securities
Based in San Francisco, California, Andrew Bonelli is a fiduciary financial advisor with 8 years of industry experience. Andrew joined J.P. Morgan Securities in 2024, 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office560 Mission St Floor 22, San Francisco, CA 94105
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
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
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About Andrew
How do I contact Andrew?
Call Andrew’s local office at (415) 315-8282 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Andrew Bonelli.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2018, about 8 years. 8 years in the industry.
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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