Nicholas Koinis (CRD# 7210391) is an Investment Advisor Representative working at Edward Jones in Jackson, WY and has over 4 years of experience in the finance industry.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2020 - Current | 4 |
| Teton Science Schools | Jackson, WY | Aug 2015 - Dec 2019 | 4 |
| Jackson Hole Center For The Arts | Jackson, WY | Jan 2017 - Jun 2018 | 1 |
| United Parcel Service | Laramie, WY | Dec 2016 - Dec 2016 | < 1 |
| Wild Rockies Field Institute | Missoula, MT | Aug 2016 - Oct 2016 | < 1 |
| Tiger Tree Inc. | Laramie, WY | Sep 2016 - Sep 2016 | < 1 |
| University Of Wyoming | Laramie, WY | Aug 2015 - Jul 2016 | < 1 |
| Teton Science Schools Graduate Program | Kelly, WY | Aug 2014 - Jul 2015 | < 1 |
| Solid Rock Outdoor Ministries | Laramie, WY | Jun 2012 - Aug 2014 | 2 |
| Greater Wyoming Big Brothers Big Sisters | Laramie, WY | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- TX
- WY
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, MA, 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, WY
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