Alexander Nikolaev
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.
- J.P. Morgan Securities LLCMar 2026 to now
- UnemployedJan 2026 to Feb 2026
- Tristate Financial AdvisorsAug 2024 to Dec 2025
- UnemployedAug 2023 to Jul 2024
- Christie's International Real Estate - @propertiesJun 2023 to Aug 2023
- UnemployedDec 2022 to May 2023
- Wake Forest UniversityOct 2022 to Nov 2022
- UnemployedSep 2020 to Sep 2022
- Lakeshore Athletic ClubJun 2020 to Aug 2020
- UnemployedSep 2019 to May 2020
- Lakeshore Athletic ClubJun 2019 to Aug 2019
- UnemployedMar 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7969355
- Firm CRD
- 79