Jacob Nathan Berger
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 LLCMay 2025 to now
- JPMorgan Chase Bank, N.A.May 2025 to now
- La SparksMay 2025 to now
- Skylight TechnologiesApr 2023 to Jan 2025
- Coldwell Banker RealtyJun 2022 to Apr 2025
- CompassJan 2021 to Jul 2022
- UnemployedJun 2020 to Dec 2020
- UBSJun 2019 to Dec 2019
- Merrill LynchDec 2018 to Jan 2019
- Merrill LynchMay 2018 to Aug 2018
- Pinnacle Venue ServicesMar 2017 to Feb 2018
- University of MiamiAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6962083
- Firm CRD
- 79