Nicole Atkins Hartung (CRD# 4258775) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 23 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | San Diego, CA | Sep 2015 - Current | 8 |
| Jp Morgan Securities LLC | San Diego, CA | Jul 2015 - Current | 8 |
| Jpmorgan Chase Bank | San Diego, CA | Dec 2009 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- CA
- TX
-
Total Assets Under Management212,929MILLIONS
-
Total Number of Accounts982,795ACCOUNTS
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Average Account Value$216,656
- 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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