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Nate Burtman

J.P. Morgan Securities LLC

Stevens Point, WI

Antigo, WI

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-09-19
WI RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • WI RA
    APPROVED
    Since 2012-10-01

Branch Locations

601 Main Street, Stevens Point, WI 54481 • United States

700 Fifth Avenue, Antigo, WI 54409 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Antigo WI 10/2012 Present
Trinity Church Special Fund Committee Merrill WI 04/2013 10/2017
Jpmorgan Chase Bank, N.A. Antigo WI 01/2005 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-13
S63 Uniform Securities Agent State Law Examination 2002-11-12
  • 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

View on SEC IAPD

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Other Investors

MICHAEL JAMES HENSCHEL
EUGENE DANIEL SCHULFER
LOUANN SCHULFER
JAMES JOSEPH ROBINSON
SCOTT MATTHEW BIERTZER
Dorece Berray Johnson
BENJAMIN AKIRO LAWS
JOSEPH THOMAS WATSON

Other Offices

LPL FINANCIAL LLC · STEVENS POINT, WI
LPL FINANCIAL LLC · STEVENS POINT, WI
ASSOCIATED INVESTMENT SERVICES, INC. · STEVENS POINT, WI
EDWARD JONES · STEVENS POINT, WI
EVEXIA WEALTH, LLC · STEVENS POINT, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Stevens Point, WI
LPL FINANCIAL LLC · STEVENS POINT, WI
BROOKSTONE WEALTH ADVISORS, LLC · Stevens Point, WI

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