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Nicole Loffredo

Nicole Loffredo

Client Associate

Nicole Loffredo is a Client Associate with J.P. Morgan Securities. A member of The Tiano Group, Nicole brings over 19 years of industry experience to the team. Nicole began her career in mutual fund operations and soon thereafter transitioned to working within wealth management. Nicole joined The Tiano Group in 2010 and is responsible for the onboarding of new clients and the case management of all accounts. She serves as the team’s syndicate and IPO coordinator and also completes a broad range of operational tasks for clients including: trading, RMDs along with tax-related requests. Nicole believes in client service with a smile and strives to provide white-glove service to clients and prospects alike.

Nicole and her husband, Stephen, and daughter, Isabella, live in Wellington, Florida. Her hobbies include Crossfit, traveling and spending time with her family.

Phone: 561.694.5620
Fax: 617.206.9425
Email: nicole.k.loffredo@jpmorgan.com

Registered States: AL, AK, AZ, AR, CA CO, CT, DC, DE, FL. GA, HI, ID, IL, IN, IA, KS, KY, LA, ME MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC. J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp are affiliates of JPMorgan Chase Bank, N.A.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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