Jennifer L Nelson
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2022 to now
- JPMorgan Chase Bank, N.A.Jul 2022 to now
- UnemployedJan 2022 to Jul 2022
- Commonwealth of MassachusettsMay 2021 to Aug 2023
- Citizens Securities IncJan 2021 to Jan 2022
- Citizens Securities, IncNov 2017 to Dec 2020
- Citizens Bank, N.AOct 2017 to Jan 2022
- Nylife Securities LLCApr 2017 to Oct 2017
- New York Life Insurance CoDec 2015 to Oct 2017
- Nylife Securities LLCDec 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
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
- 6589918
- Firm CRD
- 79