Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Brian Tagliere

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Brian Tagliere

Nicholas Tagliere is a financial advisor with over 13 years of experience in the financial services industry. Nicholas is currently registered with J.p. Morgan Securities LLC, where Nicholas has been employed since 2012. Nicholas is licensed to provide investment advice in a number of states, including Illinois, Texas, and California. Nicholas also holds several professional licenses and certifications, including the Series 7, Series 6, and Series 66 licenses. J.p. Morgan Securities LLC is a well-established firm with a strong reputation in the financial services industry. Nicholas and J.p. Morgan Securities LLC provide a range of financial services to individuals, businesses, and institutions.

Firm Information

Nicholas Tagliere is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Tagliere’s Registration & Firm History

IL

01/25/2021 - Present

J.p. Morgan Securities LLC (NAPERVILLE IL)

IL

10/01/2012 - 12/31/2013

J.P. MORGAN SECURITIES LLC (DOWNERS GROVE IL)

IL

10/05/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MONTGOMERY IL)

Not sure if Nicholas Brian Tagliere is right for you?

Licenses & Designations

BOTH

Issued 12/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/04/2007

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 Nicholas Brian Tagliere.
Not sure if Nicholas Brian Tagliere is right for you?