Nicholas Poston

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  Raleigh, NC
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Raleigh, NC
• 06/2025 → 06/2025
  Unemployed
  Cary, NC
• 08/2023 → 05/2025
  The Fuqua School Of Business (Duke University)
  Durham, NC
• 06/2024 → 08/2024
  Jpmorgan Private Bank
  Tampa, FL
• 03/2024 → 05/2024
  Lowe's
  Cary, NC
• 06/2021 → 06/2023
  Duke Energy
  New Hill, NC
• 02/2021 → 07/2021
  Swift Creek Fire Department
  Raleigh, NC
• 08/2020 → 06/2021
  Ward Transportation & Logistics
  Raleigh, NC
• 05/2020 → 07/2020
  Sawyers Specialties (J&S Worcester Llc)
  Southwest Harbor, ME
• 08/2019 → 04/2020
  T-Solutions
  San Diego, CA
• 09/2018 → 04/2020
  Performance 360
  San Diego, CA
• 10/2017 → 12/2018
  Cintas
  San Diego, CA
• 09/2011 → 09/2017
  United States Navy
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-22

Other Names

• Nicholas C Poston