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Nicholas Gamez

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.

  1. J.P. Morgan Securities, LLCApr 2022 to now
  2. JPMorgan Chase Bank, N.A.Sep 2020 to now
  3. UnemployedJul 2020 to Aug 2020
  4. Fidelis PlumbingJun 2020 to Jun 2020
  5. Outback SteakhouseFeb 2020 to May 2020
  6. Olive GardenApr 2019 to May 2020
  7. SpectrumApr 2017 to Mar 2019
  8. Market StreetSep 2016 to Dec 2016
  9. Pizza HutJun 2016 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2025

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
7544964
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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