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Andrea Lisher

Director / Head of Americas, Client at J.P. Morgan Investment Management

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Andrea Lisher is Director / Head of Americas, Client of J.P. Morgan Investment Management Inc., a New York investment adviser managing $3.52T. Andrea Lisher has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at J.P. Morgan Investment Management

Title on Schedule A
Director / Head of Americas, Client
Control
Andrea Lisher is a control person of J.P. Morgan Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Andrea Lisher has held the filed role since March 2021.

The firm

J.P. Morgan Investment Management Inc.
New York, NY

Form ADV filed 26 August 2026

$3.52T AUM128,965 clients2,260 advisers26 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 3 · 2015
  3. Passed Series 24 · 2006
  4. Passed Series 7 and Series 63 · 2002

Registrations and exams

Broker registration; no current adviser registration. Andrea Lisher has passed 5 qualifying exams.

Examinations

Series 6324 January 2002
Name
Uniform Securities Agent State Law Examination
Series 2427 October 2006
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 312 November 2015
Name
National Commodity Futures Examination
Series 717 January 2002
Name
General Securities Representative Examination

Individual record

Full name
Andrea L Lisher
CRD
4493750
Firm
J.P. Morgan Investment Management Inc.
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Andrea Lisher work?

Andrea Lisher has been Director / Head of Americas, Client of J.P. Morgan Investment Management Inc. since March 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 August 2026

Does Andrea Lisher have a current investment-adviser registration?

Andrea Lisher has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Andrea Lisher passed?

Andrea Lisher has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 3 and SIE. The earliest, the Series 7, was passed in January 2002.

Source: IAPD individual record, checked 17 October 2026

Leadership at J.P. Morgan Investment Management

  • John Donohue
    Director / President / CEO / Head of Global Liquidity
  • Benjamin Hesse
    Director / Chief Financial Officer / Treasurer
  • John Oliva
    Chief Compliance Officer
  • Peter Bonanno
    General Counsel, Asset Management
  • Joy Dowd
    Director
  • George Gatch
    Director/Chairman
  • Jedediah Isiah Laskowitz
    Director / Head of Global Private Markets and Customized Solutions
  • Katherine Manghillis
    Secretary
  • Robert Michele
    Director /Head of Global Fixed Income, Currency & Commodities
  • Anton Pil
    Director / Head of Global Alternative Investment Solutions
  • Andrew Powell
    Director / Am Cao / Head of Global Client Service / Senior Business Manager
  • Paul Quinsee
    Director/Head of Global Equities

Sources

  1. IAPD individual record, CRD 4493750. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of J.P. Morgan Investment Management Inc., filed 26 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Andrea Lisher or J.P. Morgan Investment Management Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.