Jeffrey S. Nist

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

• 09/2015 → 05/2022
  M&T Bank
  Buffalo, NY
• 06/2021 → 06/2022
  Lpl Financial Llc
  Buffalo, NY
• 05/2022 → 11/2023
  Huntington National Bank
  Columbus, OH
• 11/2023 → Present
  J.P. Morgan Securities Llc
  Canton, OH
• 11/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Canton, OH
• 03/2022 → 11/2023
  The Huntington Investment Company
  Columbus, OH
• 09/2015 → 05/2022
  M&T Securities
  Buffalo, NY

Previous Registrations

• 2022-06-23 → 2023-11-10
  The Huntington Investment Company
  Alliance, OH
  Canton, OH
• 2021-06-09 → 2022-06-17
  Lpl Financial Llc
  Buffalo, NY
• 2015-10-29 → 2021-06-09
  M&T Securities, Inc.
  Buffalo, NY
  Buffalo, NY
  Canal Fulton, OH
  Buffalo, NY
• 2015-03-16 → 2015-04-24
  Edward Jones
  Williamsville, NY
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-03-13

Other Names

• Jeffrey Scott Nist
• Jeffrey S Nist
• Jeffrey Nist