Nick Moylan, financial advisor Lake Zurich IL

Nick Moylan

CRD Number: 6088136
Current Firm: J.p. Morgan Securities LLC

Nick Moylan (CRD# 6088136) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Chicago, IL Oct 2018 - Current 5
Jp Morgan Chase Bank, N.a. Chicago, IL Oct 2018 - Current 5
Great Lakes & Atlantic Wealth Managers And Advisory Chicago, IL Oct 2016 - Oct 2018 2
Hayden Royal Chicago, IL Oct 2016 - Oct 2018 2
Morgan Stanley Private Bank, National Association Lisle, IL Jan 2015 - Oct 2016 1
Morgan Stanley Lisle, IL Jan 2013 - Oct 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Nick Moylan
Phone Number: 800-999-2000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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