DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Andrew Vella

J.P. Morgan Securities LLCwirehouseSlidell, Ladual registrantIAPD 6899399

Feed of 09/14/2026

Also filed as Andrew Carpenter Vella

At current firm

0 y

since May 20, 2026

In the industry

12 y

since Oct 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J.P. Morgan Securities LLC wirehouse current
since May 20, 2026 · Slidell, La
LPL Financial LLC BD affiliated
Jul 15, 2025 to May 27, 2026 · Covington, La
Newedge Advisors BD affiliated
Dec 21, 2022 to Jun 30, 2025 · New Orleans, La
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 26, 2019 to Nov 29, 2022 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to J.P. Morgan Securities LLC
left May 27, 2026, registered May 20, 2026 (-7 days) · Affiliated broker-dealer or bank to wirehouse
Newedge Advisors to LPL Financial LLC
left Jun 30, 2025, registered Jul 15, 2025 (15 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Newedge Advisors
left Nov 29, 2022, registered Dec 21, 2022 (22 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Andrew Vella left Lpl Financial Llc for J.P. Morgan Securities Llc (registered 2026-05-20)
May 27, 2026 · Advisor changed firm · fact
Andrew Vella left Newedge Advisors for Lpl Financial Llc (registered 2025-07-15)
Jun 30, 2025 · Advisor changed firm · fact
Andrew Vella left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Newedge Advisors (registered 2022-12-21)
Nov 29, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address