Nicholas Bedard, financial advisor Columbus OH

Nicholas Bedard

CRD Number: 5801914
Current Firm: J.p. Morgan Securities LLC

Nicholas Bedard (CRD# 5801914) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 13 years of experience in the finance industry. Nicholas Bedard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jpmorgan Securities LLC Columbus, OH Oct 2017 - Current 6
Equitable Distributions, LLC Columbus, OH Dec 2018 - Mar 2023 4
Lasalle St. Investment Advisors, LLC Melbourne, FL Jun 2015 - Sep 2017 2
Lasalle St. Securities, LLC Melbourne, FL Jul 2014 - Sep 2017 3
Gallo & Russell Rockledge, FL Jul 2014 - Sep 2017 3
Brevard Clerk Of Court Titusville, FL Jan 2013 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jan 2011
Contact Info for Nicholas A. Bedard
Phone Number: 800-999-2000
Registered State(s):
  • OH
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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