Nathaniel Fredricks
Financial advisor at J.P. Morgan Securities LLC · Nashville, TN
Last updated 2026-10-10
Claim your profileNathaniel Fredricks is a financial advisor at J.P. Morgan Securities LLC in Nashville, TN, CRD 6912855. Licenses and exams on the registration: Series 66. IAPD registration began 2018-08-24.
Registration
- CRD number
- 6912855
- Registration status
- Active
- IAPD registration
- 2018-08-24
- Industry Experience
- 8 years
- Work Experience
- 13 years
- States registered
- TN, TX
Licenses and exams
- Series 66
Work history
- 2018-03 to 2021-04 · Pruco Securities, LLC · Sherman Oaks,, CA
- 2017-09 to 2018-03 · Yang Ming Yu Braised Chicken USA Group Inc. · Tustin, CA
- 2016-10 to 2017-04 · Welk Resort Group · Los Angeles, CA
- 2013-08 to 2017-05 · Loyola Marymount University · Los Angeles, CA
- 2017-06 to 2017-08 · Unemployed · Los Angeles, CA
- 2018-08 to 2021-04 · The Prudential Insurance Company of America · Sherman Oaks, CA
- 2021-05 to 2022-02 · Morgan Stanley · Carlsbad, CA
- 2022-03 to 2022-10 · Unemployed · Franklin, TN
- 2022-11 to Present · Jpmorgan Securities LLC · Nashville, TN
- 2022-11 to Present · Jpmorgan Chase Bank, NA · Nashville, TN
Current employment
- J.P. Morgan Securities LLC · New York, NY
J.P. Morgan Securities LLC
- Regulatory AUM
- $429,694,491,042
- Registered advisors
- 14,334
- Offices
- 5,886
- Clients per advisor
- 87.0 (Moderate)
- Average AUM per client
- $344.7K (Low)
- High-net-worth client ratio
- 28.6% (Moderate)
J.P. Morgan Securities LLC: advisors, services and reported ETF investments
About
Nathaniel Fredricks is a financial advisor at J.P. Morgan Securities LLC in Nashville, TN. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 13 years of reported work history.
J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
What this firm offers
Filed by J.P. Morgan Securities LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Registered Security-Based Swap Dealer
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
1201 Demonbreun St, Nashville, TN 37203
20 advisors at this office.
Contact
The firm's filed contact details.
Official record
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