Joshua Nicolaus (CRD# 7617693) is an Investment Advisor Representative working at Morgan Stanley in Coos Bay, OR and has 1 year of experience in the finance industry.
CRD# 5150314
Edward Jones
CRD# 6713981
Edward Jones
CRD# 6300361
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Feb 2024 - Current | < 1 |
| Morgan Stanley | Coos Bay, OR | Sep 2022 - Current | 1 |
| University Of Oregon | Eugene, OR | Jan 2021 - Dec 2022 | 1 |
| Southwestern Oregon Community College | Coos Bay, OR | Sep 2019 - Dec 2021 | 2 |
| Cafe Mediterranean | North Bend, OR | Aug 2020 - Jun 2021 | < 1 |
| Coos Bay Public Schools | Coos Bay, OR | Sep 2007 - Jun 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- OR
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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