Nicholas Coutros

Employer firm

Img Wealth Management, Inc. CRD 285966

$210M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 08/2017
  Ossi Security Systems
  Jacksonville, FL
• 05/2018 → 08/2018
  Mckenzie Noelle Wilson Foundation
  Jacksonville, FL
• 05/2019 → 08/2019
  Cjb Helpers
  Jacksonville, FL
• 05/2020 → 08/2020
  Cjb Helpers
  Jacksonville, FL
• 05/2021 → 08/2021
  Nnn Capital
  Orlando, FL
• 05/2022 → 08/2022
  Investment Management Group
  Jacksonville, FL
• 05/2013 → 05/2023
  Full-Time Education
  Orlando, FL
• 06/2023 → 12/2023
  Charles Schwab & Co., Inc.
  Orlando, FL
• 08/2023 → 04/2024
  Ucf Athletics Association
  Orlando, FL
• 05/2024 → Present
  Investment Management Group
  Jacksonville, FL
• 05/2024 → Present
  Madison Avenue Securities
  San Diego, CA
• 05/2024 → Present
  Img Wealth Management, Inc.
  Jacksonville, FL

Other Businesses

1.) Name: Investment Management Group; Address: 8771 Perimeter Park Court, Suite 103, Jacksonville, FL 32216; Investment Related: Yes; Position: Associate Advisor; Duties: Associate Advisor - Update Client Accounts, Answer Inbound Calls, etc.; Hours Per Week: 40 Hours; Start Date: 5/20/2024 2.) Name: IMG Wealth Management, Inc: Address: 8771 Perimeter Park Court, Suite 103, Jacksonville, FL 32216; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Investment Advisor Representative, Financial Advisor, Client Prospecting, and Portfolio Maintenance; Hours Per Week: 25 Hours; Start Date: 5/20/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-27
• S63 Uniform Securities Agent State Law Examination
  2023-10-18

Other Names

• Nick Coutros