John Natoli
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCAug 2024 to now
- JPMorgan Chase Bank, N.A.Aug 2024 to now
- Whole Foods MarketApr 2024 to May 2024
- Wells Fargo Advisors, LLCSep 2017 to Aug 2024
- Wells Fargo Bank, NASep 2017 to Aug 2024
- Wells Fargo Clearing Services, LLCSep 2017 to Aug 2024
- QuestJul 2017 to Sep 2017
- UnemployedMar 2017 to Jul 2017
- HSBC Bank USA National AssociationFeb 2017 to Mar 2017
- HSBC Securities (USA) Inc.Feb 2017 to Mar 2017
- UnemployedAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 2485229
- Firm CRD
- 79