Nicholas James Mcbride

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

• 02/2011 → 10/2018
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 07/2018 → 10/2018
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 07/2014 → 07/2018
  Strategic Advisers Llc
  Salt Lake City, UT
• 10/2018 → Present
  Jp Morgan Securities, Llc
  Salt Lake City, UT
• 10/2018 → Present
  Jp Morgan Chase Bank, N.A.
  Salt Lake City, UT

Previous Registrations

• 2018-07-13 → 2018-11-19
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-07-02 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2014-06-30
• S63 Uniform Securities Agent State Law Examination
  2011-05-13

Designations

• Certified Financial Planner

Other Names

• Nicholas Mcbride
• Nick Mcbride