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Michael Nathan Sokol

J.P. Morgan Securities LLC

Tulsa, OK

Tulsa, OK

CRD 5243386

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-09-13
OK RA APPROVED 2012-10-01
  • TX RA
    APPROVED
    Since 2013-09-13
  • OK RA
    APPROVED
    Since 2012-10-01

Branch Locations

429 W 71St St, Tulsa, OK 74132 • United States

7837 East 91St Street, Tulsa, OK 74133 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Tulsa OK 10/2012 Present
Sokol Land Investments Tulsa OK 07/2014 07/2019
Jpmorgan Chase Bank, N.A. Tulsa OK 10/2008 Present
  • 10/2012 → Present
    J.P. Morgan Securities Llc
    Tulsa, OK
  • 07/2014 → 07/2019
    Sokol Land Investments
    Tulsa, OK
  • 10/2008 → Present
    Jpmorgan Chase Bank, N.A.
    Tulsa, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-09
  • S66 Uniform Combined State Law Examination
    2007-02-09
Designations
  • Certified Financial Planner
Other Names
  • Michael N Sokol

View on SEC IAPD

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Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

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