Nate Burtman

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Antigo, WI
• 04/2013 → 10/2017
  Trinity Church Special Fund Committee
  Merrill, WI
• 01/2005 → Present
  Jpmorgan Chase Bank, N.A.
  Antigo, WI

Previous Registrations

• 2010-12-15 → 2012-10-01
  Chase Investment Services Corp.
  Antigo, WI
  Stevens Point, WI
  Waukesha, WI
  Germantown, WI
  Waukesha, WI
  Antigo, WI

Exams

• S66 Uniform Combined State Law Examination
  2010-12-13
• S63 Uniform Securities Agent State Law Examination
  2002-11-12

Other Names

• Nate Allan Burtman
• Nathan Allan Burtman