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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Nicolas Agudelo Gomez

Advisor at J.P. MORGAN SECURITIES LLC

Orlando, FL

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Search this name across graphsid dfx:ria:36ec8b8d-f9c1-c9ca-d269-4e44b7de34e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 24, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65|S66
First exam: Jan 21, 2017
First registration: Feb 24, 2017
Dual registered: yes, broker-dealer
Other names: NICOLAS AGUDELO GOMEZ|Nicolas Agudelo|NICOLAS AGUDELO
IAPD individual key: 6460729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 4, 2025	n/a	yes	Orlando, FL	Current employment
CITI PRIVATE ADVISORY, LLC	Former SEC adviser	Aug 24, 2022	Jun 30, 2010	no	Denver, CO\|Dallas, TX\|Allen, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 24, 2022	Sep 12, 2025	no	DALLAS, TX\|DENVER, CO\|Allen, TX	Previous registration
COPPER CANYON LLC	State registered	Feb 24, 2017	Jul 15, 2017	no	Orlando, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	J.P. MORGAN SECURITIES LLC	Sep 12, 2025	Sep 4, 2025	-8	Firm change	Ibd to wirehouse
COPPER CANYON LLC	CITI PRIVATE ADVISORY, LLC	Jul 15, 2017	Aug 24, 2022	1,866	Firm change after gap	Other
CITI PRIVATE ADVISORY, LLC	CITIGROUP GLOBAL MARKETS INC.	Jun 30, 2010	Aug 24, 2022	4,438	Bulk transfer	Other

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Sep 4, 2025 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 24, 2022 to Sep 12, 2025factForm ADV
→ COPPER CANYON LLCRegistered adviserregistration: previous registration
Feb 24, 2017 to Jul 15, 2017factForm ADV
→ CITI PRIVATE ADVISORY, LLCRegistered adviserregistration: previous registration
Aug 24, 2022 to Jun 30, 2010factForm ADV

Dated events

Occurred
Sep 12, 2025
Advisor changed firm
Nicolas Agudelo Gomez left Citigroup Global Markets Inc. for J.P. Morgan Securities Llc (registered 2025-09-04)
Form ADVobserved 5 days ago