Nicolaos Connor Koutoulas
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.p.morgan Securities LLCMay 2024 to now
- JPMorgan Chase Bank, N.AMay 2024 to now
- J.P. Morgan Securities LLCSep 2022 to now
- JPMorgan Chase Bank, N.A.Sep 2022 to Apr 2024
- Perennial Pension & WealthJan 2021 to Aug 2022
- The Investment Center, Inc.Jan 2021 to Aug 2022
- UnemployedSep 2019 to Dec 2020
- Arthur Lange Construction, Inc.Apr 2019 to Aug 2019
- UnemployedSep 2018 to Mar 2019
- Arthur Lange Construction, Inc.May 2018 to Aug 2018
- UnemployedSep 2017 to Apr 2018
- Arthur Lange Construction, Inc.Jun 2017 to Aug 2017
- UnemployedOct 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7328768
- Firm CRD
- 79