Natalia Oliver
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.
- 140 Palsa LLCMay 2026 to now
- Legacy Coffee LLCSep 2024 to now
- J.P. Morgan Securities LLCOct 2021 to now
- JPMorgan Chase Bank, N.A.Oct 2021 to now
- Legacy Vending Enterprise LLCMay 2025 to Mar 2026
- Shoprite of EnglewoodNov 2019 to Jul 2020
- Bank of AmericaJul 2019 to Oct 2021
- Keller WilliamsDec 2018 to Aug 2019
- Bm Financial GroupJul 2018 to Jul 2019
- Xceed RealtyOct 2017 to Dec 2018
- J Jou IncSep 2017 to Jan 2018
- Hussain & Khan LLPMay 2017 to Jan 2018
- UnemployedOct 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7467542
- Firm CRD
- 79