William NunnCRD Number: 6007962
Current Firm: J.p. Morgan Securities LLC
William Nunn (CRD# 6007962) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Orleans, LA and has over 5 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
Deane Retirement Strategies, Inc.
|Jpmorgan Securities LLC||New Orleans, LA||Sep 2014 - Current||3|
|William Nunn||New Orleans, LA||May 2012 - Sep 2014||2|
|Us Sailing||Portsmouth, RI||May 2011 - Sep 2014||3|
|504ward||New Orleans, LA||Jan 2010 - Sep 2014||4|
|Securian Financial Services Inc.||St Paul, MN||Dec 2011 - Aug 2014||2|
|Minnesota Life Insurance Co||St Paul, MN||Dec 2011 - Aug 2014||2|
|Compass Capital Managment||Metairie, LA||Dec 2011 - Aug 2014||2|
|Sigma Alfa Kappa||New Orleans, LA||Jul 2011 - Aug 2014||3|
|Unemployed||New Orleans, LA||Aug 2011 - Nov 2011||< 1|
|Lsbdc||Metairie, LA||May 2011 - Aug 2011||< 1|
|Loyola University||New Orleans, LA||Aug 2007 - May 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
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