Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mark Nichols is a financial advisor with over 15 years of experience in the financial services industry. Currently, Jeffrey is a Registered Representative with J.p. Morgan Securities LLC, and has been with the firm since October 2018. Jeffrey has a strong track record of helping clients achieve their financial goals, and is committed to providing personalized service and tailored financial advice. Before joining J.p. Morgan Securities LLC, Jeffrey worked at ALLSTATE FINANCIAL SERVICES, LLC., STATE FARM VP MANAGEMENT CORP., SUNTRUST INVESTMENT SERVICES, INC., WELLS FARGO ADVISORS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and CITICORP INVESTMENT SERVICES.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/30/2018 - Present
J.p. Morgan Securities LLC (STUART FL)
FL
09/15/2017 - 10/10/2018
ALLSTATE FINANCIAL SERVICES, LLC (PORT SAINT LUCIE FL)
IL
04/18/2014 - 07/28/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
10/04/2011 - 11/06/2012
SUNTRUST INVESTMENT SERVICES, INC. (JUPITER FL)
FL
11/10/2008 - 10/11/2010
WELLS FARGO ADVISORS, LLC (STUART FL)
FL
05/01/2007 - 08/08/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (STUART FL)
FL
10/24/2002 - 04/26/2007
CITICORP INVESTMENT SERVICES (PALM BEACH GARDENS FL)
WI
04/24/2000 - 07/19/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Nichols is the right advisor for you? Invested Better is here to help.
