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Sophia Lucille Nipp

Investment adviser representative at J.P. Morgan Securities LLC
12 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

12 years in the industry.

  1. J.P. Morgan Securities LLCAug 2024 to now
  2. JPMorgan Chase Bank, N.A.Aug 2024 to now
  3. Barton & Associates IncJan 2024 to Mar 2024
  4. Morgan StanleyJan 2023 to Sep 2023
  5. Associate StaffingNov 2022 to Dec 2022
  6. Tn AirSep 2022 to Aug 2024
  7. UnemployedFeb 2022 to Sep 2022
  8. Moondance GrillMay 2020 to Jan 2022
  9. Arizona State UniversityOct 2019 to Oct 2020
  10. UnemployedSep 2019 to Sep 2019
  11. F45 GermantownMar 2019 to Aug 2019
  12. UnemployedJun 2018 to Feb 2019
  13. More Than Words GiftsNov 2017 to May 2018
  14. UnemployedAug 2014 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7596813
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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