This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

Current firm class

bank affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 18, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S63

First exam

Oct 18, 1996

First registration

May 22, 2024

Dual registered

no

Other names

ANDREW J CASELLA|ANDREW CASELLA|ANDREW JOSEPH CASELLA|Andy Casella

IAPD individual key

2804378

• Occurred

  Jun 13, 2024
  Advisor changed firm

  Andrew J Casella left J.P. Morgan Private Investments Inc. for J.P. Morgan Securities Llc (registered 2024-09-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e20f8b2f-367c-782e-60c0-bee7954d9375

First observed

May 22, 2024

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.