Nicole Capuano (CRD# 5911929) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bloomfield Hills, MI and has over 6 years of experience in the finance industry.
CRD# 6002011
Pathway Financial Planning
Score
105
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
CRD# 6177716
Plante Moran Financial Advisors
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Vintage Station, LLC | Highland, MI | Sep 2013 - Current | 4 |
| J.p. Morgan Securities LLC | Rochester Hills, MI | Oct 2012 - Current | 4 |
| Jpmorgan Chase Bank | Huntington Woods, MI | Jul 2010 - Current | 7 |
| 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 |
- MI
- TX
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Total Assets Under Management70,743MILLIONS
-
Total Number of Accounts344,720ACCOUNTS
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Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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