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Nicholas J. Coufal

J.P. Morgan Securities LLC

Walnut Creek, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-16
CA RA APPROVED 2021-08-04
  • TX RA
    APPROVED
    Since 2022-11-16
  • CA RA
    APPROVED
    Since 2021-08-04

Branch Locations

1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • 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
Jpmorgan Chase Bank Na San Francisco CA 05/2021 Present
Jpmorgan Securities Llc San Francisco CA 05/2021 Present
Iconiq Capital Llc San Francisco CA 06/2019 05/2021
Lamorinda Water Polo Club Lafayette CA 01/2019 06/2019
University Of California Davis CA 10/2014 12/2018
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-04
  • S66 Uniform Combined State Law Examination
    2021-08-04
Other Names
  • Nick Coufal
  • Nicholas Joseph Coufal

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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