Nicolas Steiner

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 Chase Bank, N.A.
  New York, NY
• 06/2023 → 08/2023
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2022 → 08/2022
  Dai (Development Alternatives Inc)
  Fair Oaks, CA
• 06/2019 → 07/2019
  Ma Steiner Construction
  Sacramento, CA
• 07/2014 → 05/2019
  Unemployed
  Fair Oaks, CA
• 08/2019 → 12/2020
  Unemployed
  Fair Oaks, CA
• 06/2021 → 05/2022
  Unemployed
  Los Angeles, CA
• 09/2022 → 05/2023
  Unemployed
  Los Angeles, CA
• 09/2023 → 06/2024
  Unemployed
  Los Angeles, CA
• 01/2021 → 05/2021
  Pix3D Corporation
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-10-06

Other Names

• Nic Steiner
• Nicolas Steiner
• Nicolas Brandon Steiner