Nathan Mchugh
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 LLCSep 2024 to now
- JPMorgan Chase Bank, N.A.Sep 2024 to now
- Fidelity InvestmentsJun 2023 to Sep 2024
- AlkuSep 2022 to Dec 2022
- Walpole Country ClubJun 2022 to Sep 2022
- Winston Retail SolutionsJun 2022 to Sep 2022
- Wampum Corner Liquor StoreMay 2022 to Jan 2023
- Franklin Country ClubJun 2020 to Sep 2020
- University of Massachusetts AmherstSep 2019 to May 2023
- Life Time AthleticMar 2019 to Sep 2019
- UnemployedOct 2018 to Feb 2019
- Polo Ralph Lauren CorporationApr 2017 to Jul 2018
- Brand New BallgameMar 2017 to Jun 2017
- Sweatt BeachMay 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7774541
- Firm CRD
- 79