Nana Adae

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 12/2021
  Jpmorgan Securities Llc
  New York, NY
• 02/2022 → 10/2022
  Pickwick Capital Partners, Llc
  White Plains, NY
• 11/2021 → 09/2022
  Consello Group
  New York, NY
• 01/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2022 → Present
  Jpmorgan Chase Bank, Na.
  New York, NY

Previous Registrations

• 2009-07-01 → 2012-05-15
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Chicago, IL
  Chicago, IL
  New York, NY
  New York, NY
  New York, NY
• 2009-03-06 → 2009-06-11
  Barclays Capital Inc.
  New York, NY
• 2007-07-17 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Entity Name: theFitted Investment related: No "Address: 320 E. 72nd St #14 NY, NY 10021" Nature of the other business: Technology Position/Title/Relationship: Advisor/Officer Start Date: 06/14/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is developing technology to minimize waste in the fashion industry. I'm action as an advisor (not an Officer in the company) to the founder as he works through his technology needs and operating model. Entity Name: Rebuild Foundation Investment related: Yes "Address: Rebuild 6760 S. Stony Island Ave Chicago, IL 60649 https://rebuild-foundation.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/16/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Rebuild Foundation is a non-profit organization dedicated to transforming buildings and neighborhoods in South Side Chicago, sustaining cultural development as well as celebrating art. I serve as Treasurer. For this organization, the role requires similar oversight as other Board members in reviewing financial documents. The Principal of the entity is a client of JPM. "

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-11
• S66 Uniform Combined State Law Examination
  2007-07-16
• S63 Uniform Securities Agent State Law Examination
  2004-09-09

Other Names

• Nana Bemah Adae