Nathaniel J Beckles
Investment adviser representative at J.P. Morgan Securities LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- J.P. Morgan Securities LLCJan 2025 to now
- J.P. Morgan Chase Securities LLCMay 2024 to now
- J.P. Morgan Chase Bank N.A.Aug 2023 to now
- First Republic BankNov 2020 to Jul 2023
- The Mitchell Gold CoJan 2018 to May 2019
- UnemployedDec 2017 to Jan 2018
- Ralph Lauren CorpMar 2016 to Nov 2017
- Banc of America Investment Services, Inc.Oct 2005 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 4685994
- Firm CRD
- 79