Nicole Capuano, financial advisor Bloomfield Hills MI
93 score

Nicole Capuano

CRD Number: 5911929
Current Firm: J.p. Morgan Securities LLC

Nicole Capuano (CRD# 5911929) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bloomfield Hills, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Grand Vintage Station, LLC Highland, MI Sep 2013 - Current 3
J.p. Morgan Securities LLC Rochester Hills, MI Oct 2012 - Current 4
Jpmorgan Chase Bank Huntington Woods, MI Jul 2010 - Current 6
Chase Investment Services Corp Huntigton Woods, MI Apr 2011 - Oct 2012 1
Powerhouse Gym St Clair Shores, MI Jan 2007 - Jul 2010 3
Lakeview High School St. Clair Shores, MI Aug 2004 - Jun 2008 3
Andiamo Lakefront Bistro St Clair Shores, MI May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Nicole M. Capuano
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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