Nichole Saray
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 LLCMar 2026 to now
- JPMorgan Chase Bank, N.A.Mar 2026 to now
- Wells Fargo Clearing Services, LLCOct 2022 to Mar 2026
- Wells Fargo Bank, N.A.Aug 2021 to Mar 2026
- Frost BankApr 2021 to Jul 2021
- A+ Federal Credit UnionJan 2021 to Mar 2021
- Wells Fargo Bank, N.A.Apr 2019 to Feb 2021
- JPMorgan Chase Bank, N.A.Jan 2018 to Apr 2019
- UnemployedDec 2017 to Dec 2017
- AmazonNov 2017 to Nov 2017
- TargetOct 2017 to Nov 2017
- UnemployedFeb 2017 to Sep 2017
- I K Osorio InvestmentsJan 2017 to Jan 2017
- UnemployedMar 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7659216
- Firm CRD
- 79