Kara Joyce Marquez
Investment adviser representative at Nautilus Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$304.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Nautilus Advisors LLCApr 2018 to now
- J.P. Morgan Securities LLCSep 2014 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Nautilus Advisors LLC
$304.3MAssets managed
188Clients
3Advisers
16 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
- 5955033
- Firm CRD
- 154169