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Nicholas Jackson

J.P. Morgan Securities LLC

San Francisco, CA

CRD 7698402

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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
CA RA APPROVED 2023-04-30
TX RA APPROVED 2023-04-30
  • CA RA
    APPROVED
    Since 2023-04-30
  • TX RA
    APPROVED
    Since 2023-04-30

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • 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 01/2023 Present
Jpmorgan Securities Llc San Francisco CA 01/2023 Present
Sundance Bay Salt Lake City UT 08/2022 12/2022
Alliancebernstein San Francisco CA 06/2022 08/2022
Calculated Research And Technology American Fork UT 03/2020 05/2022
Interstate All Battery Center Orem UT 11/2019 03/2020
University Of Utah Hospital Salt Lake City UT 09/2018 06/2019
University Of Utah Salt Lake City UT 08/2018 12/2022
Unemployed Lehi UT 01/2013 07/2018
  • 01/2023 → Present
    Jpmorgan Chase Bank Na
    San Francisco, CA
  • 01/2023 → Present
    Jpmorgan Securities Llc
    San Francisco, CA
  • 08/2022 → 12/2022
    Sundance Bay
    Salt Lake City, UT
  • 06/2022 → 08/2022
    Alliancebernstein
    San Francisco, CA
  • 03/2020 → 05/2022
    Calculated Research And Technology
    American Fork, UT
  • 11/2019 → 03/2020
    Interstate All Battery Center
    Orem, UT
  • 09/2018 → 06/2019
    University Of Utah Hospital
    Salt Lake City, UT
  • 08/2018 → 12/2022
    University Of Utah
    Salt Lake City, UT
  • 01/2013 → 07/2018
    Unemployed
    Lehi, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-29
  • S66 Uniform Combined State Law Examination
    2023-04-29
Other Names
  • Nicholas Craig Jackson

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

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