Nicholas Koenig
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Nicholas Koenig? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Around the House LLC.Jan 2024 to now
- J.P. Morgan Securities LLCOct 2023 to now
- JPMorgan Chase Bank, N.A.Oct 2023 to now
- Cetera Investment Services LLCMay 2019 to Oct 2023
- Foresters Financial Services, IncSep 2017 to Jun 2019
- Around the House LLC.Jun 2012 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6707464
- Firm CRD
- 79