Nycole BlackstoneCRD Number: 6032956
Current Firm: J.p. Morgan Securities LLC
Nycole Blackstone (CRD# 6032956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|J.p.morgan Securities LLC||Newport Beach, CA||Mar 2016 - Current||< 1|
|Guess By Marciano||Brea, CA||Nov 2015 - Current||< 1|
|Purus Wealth Management||Newport Beach, CA||Feb 2016 - Mar 2016||< 1|
|Laurel Mann||Costa Mesa, CA||Apr 2014 - Mar 2016||1|
|Waddell & Reed Inc.||Costa Mesa, CA||May 2013 - Feb 2016||2|
|Various Insurance Carriers For W&r Insurance Agencies||Placentia, CA||May 2013 - Feb 2016||2|
|Bogart Construction||Irvine, CA||Jun 2012 - Aug 2013||1|
|Waddell & Reed||Costa Mesa, CA||Feb 2012 - Jun 2012||< 1|
|Roman Cucina||Fullerton, CA||Nov 2008 - Feb 2012||3|
|Team Oc||Costa Mesa, CA||Jun 2010 - Jan 2012||1|
|Fullerton College||Fullerton, CA||Aug 2009 - Jun 2011||1|
|Eric Will Gymnatics||La Habra, CA||Jun 2009 - Sep 2010||1|
|Ralphs||Fullerton, CA||Jun 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- 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
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