Nicholas J. Coufal

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

• 05/2021 → Present
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 05/2021 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 06/2019 → 05/2021
  Iconiq Capital Llc
  San Francisco, CA
• 01/2019 → 06/2019
  Lamorinda Water Polo Club
  Lafayette, CA
• 10/2014 → 12/2018
  University Of California
  Davis, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-04

Other Names

• Nick Coufal
• Nicholas Joseph Coufal