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Nathan Houle

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCSep 2025 to now
  2. JPMorgan Chase Bank, N.A.Sep 2025 to now
  3. Housler Restaurant IncMay 2024 to Jul 2024
  4. Equitable AdvisorsApr 2024 to Aug 2025
  5. Tsfr Pizza, LLCDec 2021 to May 2022
  6. Kalamazoo Beer ExchangeNov 2021 to Oct 2023
  7. Western Michigan UniversitySep 2021 to Apr 2024
  8. Planet Hollywood International, Inc.Feb 2020 to Mar 2020
  9. Worth TownshipMay 2019 to May 2023
  10. Gka Group LLCMar 2018 to Dec 2021
  11. CulversMar 2017 to Jul 2019
  12. UnemployedSep 2015 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
7721948
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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