Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Megowan is a registered investment advisor with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Nicole has been active in the financial services industry for over 7 years. Nicole holds Series 63, Series 65, Series 7TO, and SIE licenses. Nicole has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Nicole is registered to provide investment advisory services in 55 states. Nicole previously worked at First Republic Securities Company, LLC.
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
CA
01/18/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
05/06/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
BC
Issued 04/25/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2021
SIE - Securities Industry Essentials 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
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