Nathan Zebadiah O'connell
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCMar 2026 to now
- JPMorgan Chase Bank, N.A.Mar 2026 to now
- UnemployedAug 2025 to Feb 2026
- Capital GroupOct 2024 to Jul 2025
- J.P. Morgan Securities LLCSep 2023 to Oct 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Oct 2024
- First Republic BankNov 2022 to Jul 2023
- UBS Financial ServicesOct 2019 to Nov 2022
- Gopal & PedigoJun 2018 to Sep 2019
- VacoMar 2018 to May 2018
- Gopal & PedigoDec 2016 to Mar 2018
- UnemployedMay 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7176945
- Firm CRD
- 79