Nathalie Johanna Duarte
Investment adviser representative at Ascensus Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$13BFirm assets
24 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.
- Portfolio management
Experience
10 years in the industry.
- Ascensus Investment Advisors, LLCMay 2025 to now
- Ascensus Broker Dealer ServicesJan 2025 to now
- J.P. Morgan Securities LLCSep 2023 to Jan 2025
- JPMorgan Chase Bank, N.A.Sep 2023 to Jan 2025
- Bank of America, N.A.Dec 2022 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Sep 2023
- J.P. Morgan Securities LLCDec 2019 to Nov 2022
- JPMorgan Chase Bank, N.A.Apr 2017 to Nov 2022
- Lifescience LogisticsOct 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Ascensus Investment Advisors, LLC
$13BAssets managed
27Clients
43Advisers
24 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
- 7208798
- Firm CRD
- 120632