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Andrew Stevenson
J.P. Morgan Wealth ManagementPark RidgeManaging Director - Private Client Advisor
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#111
Illinois - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
About Andrew Stevenson
 
As a Private Client Advisor at J.P. Morgan Wealth Management, Andrew represents the firm’s focus on understanding clients’ finances and offering a range of services to support them as their financial needs evolve over time. This highly individualized approach is designed to fit clients’ goals today and help them meet their objectives into the future. 
 
Andrew brings over 25 years of experience in the wealth management industry to serve as a gateway to the firm’s trusted guidance, award-winning research1 and the collective expertise of specialist resources. They are proud to conne... Read More
The description above is provided by Andrew.
 
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 
 
Contact Andrew
andrew.w.stevenson@jpmorgan.com
1. S. Northwest Hwy, Park Ridge, Illinois 60068
Asset Summary
As of Jun, 2023
$500K
Min Account Size For New Business
$300K-2.2M
Typical Size Of Households
$1-7M
Typical Net Worth Of Relationships
$279M
Team Assets (Custodied)
Appears On