Nicholas E. Marvan

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

• 07/2024 → Present
  Jpmorgan Chaae Bank, Na
  New York, NY
• 07/2024 → Present
  Jpmorgan Securities Llc
  New York, NY
• 08/2022 → 06/2024
  Bny Mellon
  New York, NY
• 06/2021 → 08/2021
  Bny Mellon
  New York, NY
• 06/2018 → 09/2019
  Tenacre Country Day School
  Wellesley, MA
• 12/2014 → 03/2018
  Bromley Mountain
  Peru, VT
• 08/2018 → 05/2022
  Villanova University
  Villanova, PA
• 04/2018 → 05/2018
  Unemployed
  N/A, XX
• 06/2022 → 07/2022
  Unemployed
  N/A, XX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-05

Other Names

• Nicholas Marvan
• Nicholas Edward Marvan