Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Palo Alto, CA 94306
Credentials
Series 63, Series 65, Series 66
Industry experience
21 years
Aaron Nichols is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at First Republic Investment Management and First Republic Securities Company. Outside of advising, he is a passive investor and partner in a hospitality and winery business in Napa, California. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
2100 El Camino Real
Palo Alto, CA 94306
California · Texas
JPMORGAN Chase Bank, N.A.
2023 - Present (3 years)
J.P. Morgan Securities
2023 - Present (3 years)
First Republic Investment Management, Inc.
2017 - Present (9 years)
First Republic Securities Company, LLC
2017 - 2023 (6 years)
First Republic Investment Management, Inc.
2012 - 2017 (5 years)
First Republic Securities Company, LLC
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
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Oak Peak Financial
CFP®, Series 63, Series 65
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Gosho Financial Group
Series 63, Series 65
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Ardent Capital
CFP®
Foster City, CA
Graystone Advisor, LLC
I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
CFP®, Series 66
Redwood City, CA
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