CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Biography
Andy Harlan is an Executive Director and Banker at J.P. Morgan Private Bank in Princeton, New Jersey, where he offers specialized guidance to successful family business owners, healthcare providers, real estate developers, attorneys and corporate executives.
Andy prides himself on being a genuine advocate for his clients, identifying what they want to accomplish and connecting them to just the right resources at the Private Bank—and in the wider New Jersey area. His decade of experience advising family-owned businesses provides him with tacit knowledge of local policies and market dynamics, which he uses to help his clients identify and realize the impact they want to make. A natural connector, Andy values the relationships he forms with his clients and enjoys watching their businesses flourish. In turn, his diligence and enthusiasm results in his clients feeling that he’s truly a part of their organizations.
Before joining J.P. Morgan, Andy worked at Merrill Lynch as an assistant vice president and financial advisor. Prior to that, he was a marketing associate at Creative Financial Group. Andy is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and Series 63 licenses from FINRA. He earned an M.B.A. and a B.A. in Finance from Saint Joseph’s University.
A New Jersey native, Andy recently moved to the Princeton area from Hoboken with his wife. He also helps lead the Mercer County Trust and Estate Council as treasurer and acts as an Ambassador for the Raritan Valley Habitat for Humanity affiliate. When he’s not in the office or hiking the Sourland Mountains, Andy enjoys golfing and reading on the beach at the Jersey Shore.
Learn more about becoming a J.P. Morgan Private Bank client.
Please tell us about yourself, and our team will contact you.
*Required Fields
LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.
