Nader Joseph Kaliel
Investment adviser representative at J.P. Morgan Securities LLC
16 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
16 years in the industry.
- J.P. Morgan Securities LLCSep 2025 to now
- JPMorgan Chase Bank, N.A.Sep 2025 to now
- Strategic Advisers LLCMar 2025 to Sep 2025
- Fidelity Brokerage Services LLCJun 2024 to Sep 2025
- Fidelity InvestmentsJun 2024 to Sep 2025
- Fidelity Personal and Workplace AdvisorsJun 2024 to Sep 2025
- Bank of AmericaOct 2023 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to Jun 2024
- Wells Fargo Bank NAJul 2022 to Oct 2023
- Wells Fargo Clearing Services, LLCJul 2022 to Oct 2023
- JPMorgan Chase Bank, N.A.May 2010 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5255200
- Firm CRD
- 79