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Nathan M. Remmy

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.

  1. J.P. Morgan Securities LLCJul 2026 to now
  2. JPMorgan Chase Bank, N.A.Jul 2026 to now
  3. UnemployedJun 2026 to Jun 2026
  4. UBSJun 2025 to Aug 2025
  5. Eton AdvisorsFeb 2025 to Jun 2026
  6. Fidelity InvestmentsJun 2024 to Aug 2024
  7. Epicypher IncJul 2023 to Sep 2023
  8. Triangle Healthcare AdvisorsJul 2023 to Aug 2023
  9. University of North CarolinaAug 2022 to May 2026
  10. Town of CaryJun 2022 to Jun 2023
  11. Prestonwood Country ClubMay 2022 to Mar 2023
  12. UnemployedOct 2021 to Apr 2022
  13. Golf GalaxyJun 2021 to Sep 2021
  14. Chick-fil-aJun 2019 to Aug 2021
  15. UnemployedJul 2016 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
8077724
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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