Michael Nelson
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- J.P. Morgan Securities LLCJun 2024 to now
- JPMorgan Chase Bank, N.A.Jun 2024 to now
- UnemployedFeb 2024 to May 2024
- Citibank/citigroupJun 2021 to Jan 2024
- Citigroup Global Markets Inc.Jun 2021 to Jan 2024
- UnemployedAug 2020 to May 2021
- The New WheelJan 2020 to Jul 2020
- UnemployedNov 2019 to Dec 2019
- 280 CapmarketsMay 2019 to Oct 2019
- 280 Securities LLCMay 2019 to Oct 2019
- Oppenheimer & Co. Inc.Sep 2018 to Apr 2019
- UnemployedAug 2018 to Aug 2018
- Susquehanna Financial Group, LllpJan 2013 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2415403
- Firm CRD
- 79