Nicole Amelia Ubillus
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- Strategic Advisers LLCMar 2025 to Sep 2025
- RoverApr 2024 to Dec 2025
- Fidelity Brokerage Services LLCAug 2023 to Sep 2025
- Fidelity InvestmentsAug 2023 to Sep 2025
- CvsNov 2021 to Aug 2023
- UnemployedOct 2021 to Oct 2021
- Addition Finl Credit UnionJan 2021 to Sep 2021
- Trion SolutionsJan 2020 to Jan 2021
- Tcc Wireless LLCNov 2018 to Jan 2021
- KohlsSep 2018 to Jan 2019
- UnemployedJul 2018 to Aug 2018
- Vernon GilleFeb 2018 to May 2018
- Johns FarmOct 2017 to Jul 2018
- UnemployedMay 2017 to Oct 2017
- Father Lopez Catholic High SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7770370
- Firm CRD
- 79