Nicole J. Anderson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 10/2023
  Morgan Stanley
  Oak Brook, IL
• 10/2023 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2018-08-07 → 2023-10-11
  Morgan Stanley
  Chicago, IL
  Orland Park, IL
  Oak Brook, IL

Other Businesses

Effective 10/16/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-07
• S63 Uniform Securities Agent State Law Examination
  2008-05-03

Other Names

• Nicole Joi Bell
• Nicole J Bell
• Nicole Joi Anderson