Nicholas Longo (CRD# 7110842) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Glendale, WI and has over 5 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Glendale, WI | Sep 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Glendale, WI | Sep 2024 - Current | < 1 |
| Independent Consultant | Milwaukee, WI | Aug 2023 - Sep 2024 | 1 |
| Fortuna Investors LLC | Milwaukee, WI | May 2019 - Sep 2024 | 5 |
| Metal Craft | Mayville, WI | Feb 2024 - Jun 2024 | < 1 |
| Arkham Intelligence | London, | Nov 2021 - Apr 2023 | 1 |
| Katz Properties, Inc. | Milwaukee, WI | Sep 2021 - Nov 2021 | < 1 |
| Colectivo | Milwaukee, WI | Sep 2021 - Sep 2021 | < 1 |
| Clearview Ai Inc. | Milwaukee, WI | Mar 2020 - Apr 2021 | 1 |
| Thermtech Of Waukesha | Waukesha, WI | Jan 2018 - Jun 2019 | 1 |
| Unemployed | Milwaukee, WI | Sep 2016 - Jan 2018 | 1 |
| Artisan Partners | Milwaukee, WI | Mar 2016 - Sep 2016 | < 1 |
| Unemployed | Milwaukee, WI | Sep 2015 - Mar 2016 | < 1 |
| Milwaukee Realty Inc. | Milwaukee, WI | Jun 2015 - Sep 2015 | < 1 |
| Unemployed | Whitefish Bay, WI | Sep 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- WI
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- 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)
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