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Rana Habib

Stephen Nicholas

Wealth Advisor

Stephen Nicholas


212.272.0446

stephen.j.nicholas@jpmorgan.com

277 Park Avenue
New York, NY 10172

Awards & Recognition

Top 100 Private Wealth Management Teams - 2021

Barron's1

Top 100 Private Wealth Management Teams

2021

About Stephen

As a member of The Canell Group, he takes a detailed approach to discover and analyze a client’s income, risk tolerance and lifestyle objectives to create a comprehensive financial picture. Stephen and the team provide financial strategies, solutions and first-class client service for professional athletes and entertainers, high-net-worth individuals and sophisticated clients. He invests time upfront to truly understand individualized needs, goals, ambitions and aspirations when building new and developing existing customer relationships. He works diligently to deliver an excellent customer experience.

In 2021, The Canell Group was named a Barron’s Top 100 Private Wealth Management Team.1

Stephen graduated from Franklin and Marshall College with a B.A. in Economics and is FINRA Series 7 licensed. He began his career at J.P. Morgan in 2020 and is drawn to his team’s stellar reputation and executional platforms. During his time in college, Stephen’s passion and drive for a career in Wall Street allowed him to access internship opportunities which exposed him to conducting analytical reviews for both current and future allocation alternatives. Stephen was a two-time Captain of his college golf team and enjoys spending time on the course with his family and friends.

1.Awards or rankings are not indicative of future success or results. Published information is generally based exclusively on material prepared and/or submitted by the recognized recipient. To learn about selection criteria, contact the issuing third-party, non-affiliated organization(s). 

 

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