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Nolan Yale Gelman

J.P. Morgan Securities LLC

Garden City, NY

CRD 6223301

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-26
TX RA APPROVED_RES 2024-03-26
  • NY RA
    APPROVED
    Since 2024-03-26
  • TX RA
    APPROVED_RES
    Since 2024-03-26

Branch Locations

1001 Franklin Ave, Garden City, NY 11530 • 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
Ubs Financial Services Inc New York NY 02/2016 12/2021
Jpmorgan Chase Bank, N.A. Garden City NY 12/2021 Present
J.P. Morgan Securities Llc Garden City NY 12/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-29
S63 Uniform Securities Agent State Law Examination 2014-09-22
  • S65 Uniform Investment Adviser Law Examination
    2024-05-29
  • S63 Uniform Securities Agent State Law Examination
    2014-09-22
Other Names
  • Nolan Gelman

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC

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DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

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