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Jacob R. Nusinow

Investment adviser representative at J.P. Morgan Securities LLC
7 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business

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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

7 years in the industry.

  1. J.P. Morgan Securities LLCDec 2022 to now
  2. JPMorgan Chase Bank, NAOct 2022 to now
  3. JPMorgan Securities LLCOct 2022 to now
  4. New York Life Ins CoApr 2022 to Sep 2022
  5. Nylife Securities LLCApr 2022 to Sep 2022
  6. Equitable Advisors, LLCAug 2019 to Mar 2022
  7. AXA Advisors, LLCAug 2019 to Aug 2019
  8. UnemployedJun 2019 to Jul 2019
  9. Morgan StanleyMay 2018 to Aug 2018
  10. Vector MarketingJun 2017 to Aug 2017
  11. University of MissouriAug 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
6948254
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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