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Jeffrey S. Nist

J.p. Morgan Securities LLC

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About Jeffrey S. Nist

Jeffrey Nist is a financial advisor with J.P. Morgan Securities LLC, located in Canton, OH. Jeffrey has been in the financial services industry since April 2015. Jeffrey Nist is also a registered representative of J.P. Morgan Securities LLC. Jeffrey has passed the Series 6, Series 7, Series 52, Series 53, Series 66 and SIE exams. Jeffrey previously worked for The Huntington Investment Company, LPL Financial LLC, M&T Securities, Inc., and Edward Jones.

Firm Information

Jeffrey Nist is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

4600 DRESSLER ROAD NW

CANTON, OH 44718

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Jeffrey Nist’s Registration & Firm History

OH

11/30/2023 - Present

J.p. Morgan Securities LLC (CANTON OH)

OH

06/23/2022 - 11/10/2023

THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)

NY

06/09/2021 - 06/17/2022

LPL FINANCIAL LLC (BUFFALO NY)

NY

10/27/2015 - 06/09/2021

M&T SECURITIES, INC. (BUFFALO NY)

MO

02/25/2015 - 04/24/2015

EDWARD JONES (ST. LOUIS MO)

OH

12/11/2013 - 05/20/2014

STATE FARM VP MANAGEMENT CORP. (CANTON OH)

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Licenses & Designations

BOTH

Issued 3/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/2/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 5/6/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/19/2017

Series 52 - Municipal Securities Representative Examination

BC

Issued 2/25/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Jeffrey S. Nist.
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