Natalie Marie Perez
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.
- J.P. Morgan Securities LLCJun 2023 to now
- JPMorgan Chase Bank, N.A.May 2023 to now
- Iris & Opal, LLCMar 2025 to Jan 2026
- Quality Container Transport, Inc.Oct 2022 to May 2023
- It Data SolutionsOct 2022 to Oct 2022
- Instaff Solutions L.L.C.Jan 2022 to Sep 2022
- Greater South Dade-south Miami Chamber of CommerceOct 2021 to Dec 2021
- Quality Container Transport, Inc.Jan 2020 to Dec 2021
- Quality Container Transport, Inc.Jun 2019 to Aug 2019
- Quality Container Transport, Inc.Jun 2018 to Aug 2018
- Franklin UniversityAug 2017 to May 2020
- Quality Container Transport, Inc.Jun 2017 to Aug 2017
- Sparc Group LLCFeb 2017 to May 2017
- UnemployedJan 2017 to Jan 2017
- University of Mount OliveSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7776638
- Firm CRD
- 79