Nicholas McBride, financial advisor Park City UT

Nicholas McBride

CRD Number: 5896962
Current Firm: J.p. Morgan Securities LLC

Nicholas McBride (CRD# 5896962) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 12 years of experience in the finance industry. Nicholas McBride 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
Jp Morgan Securities, LLC Salt Lake City, UT Oct 2018 - Current 5
Jp Morgan Chase Bank, N.a. Salt Lake City, UT Oct 2018 - Current 5
Fidelity Personal And Workplace Advisors Salt Lake City, UT Jul 2018 - Oct 2018 < 1
Fidelity Brokerage Services LLC Salt Lake City, UT Feb 2011 - Oct 2018 7
Strategic Advisers LLC Salt Lake City, UT Jul 2014 - Jul 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Nicholas J. McBride
Phone Number: 800-999-2000
Registered State(s):
  • TX
  • UT
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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