Nicholas Paul Perez
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered 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.
- Spectrum EventsFeb 2024 to now
- J.P. Morgan Securities LLCOct 2023 to now
- JPMorgan Chase Bank, N.A.Oct 2023 to now
- Wells Fargo Clearing ServicesApr 2023 to Oct 2023
- Wells Fargo AdvisorsJul 2022 to Oct 2023
- UnemployedMay 2022 to Jul 2022
- Wells Fargo AdvisorsJun 2021 to Aug 2021
- Marlow's TavernApr 2021 to May 2022
- Earl's Kitchen and BarOct 2020 to Feb 2021
- Golden Sword Investment CorpJan 2020 to Apr 2020
- University of Central FloridaMay 2018 to May 2022
- Movies of DelrayApr 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7411425
- Firm CRD
- 79