Nicholas Wright (CRD# 6962979) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Owensboro, KY and has over 4 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 4936894
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5083928
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Bowling Green, KY | Jan 2020 - Current | 4 |
J.p. Morgan Securities LLC | Bowling Green, KY | Jan 2020 - Current | 4 |
All State | Bowling Green, KY | Sep 2019 - Dec 2019 | < 1 |
Northwestern Mutual Life Insurance Company | Bowling Green, KY | May 2018 - Sep 2019 | 1 |
Northwester Mutual Investment Services, LLC | Bowling Green, KY | May 2018 - Sep 2019 | 1 |
Western Kentucky University | Bowling Green, KY | Aug 2017 - May 2019 | 1 |
Cabelas | Bowling Green, KY | Aug 2017 - Apr 2018 | < 1 |
Unemployed | Bowling Green, KY | May 2017 - Jul 2017 | < 1 |
Gander Outdoors | Bowling Green, KY | Jun 2016 - May 2017 | < 1 |
Unemployed | Bowling Green, KY | Feb 2015 - Jun 2016 | 1 |
Hardee's | Bowling Green, KY | Aug 2014 - Feb 2015 | < 1 |
Unemployed | Bowling Green, KY | Sep 2008 - Aug 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2019 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- KY
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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)
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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