Nathan Thomas

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

• 06/2014 → 04/2017
  Bosc, Inc
  Fort Worth, TX
• 06/2014 → 04/2017
  Bokf, Na
  Fort Worth, TX
• 04/2017 → Present
  Jp Morgan Securities, Llc
  Weatherford, TX
• 06/2024 → Present
  Cowboy Ice & More Llc
  Fort Worth, TX

Previous Registrations

• 2014-06-17 → 2017-05-17
  Bok Financial Securities, Inc.
  Fort Worth, TX
  Richardson, TX
  Fort Worth, TX
  Fort Worth, TX
  Hurst, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2006-09-20 → 2014-06-19
  Td Ameritrade, Inc.
  Southlake, TX
  Fort Worth, TX
  Fort Worth, TX
• 2006-09-20 → 2014-06-19
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX

Other Businesses

Entity Name: Cowboy Ice & More LLC Investment related: No Address: 3316 Fort Worth Hwy Hudson Oaks TX 76087 Nature of the other business: Eatery Position/Title/Relationship: Employee/Contractor Start Date: 06/12/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Food and beverage sales No connection to or conflict with my JPMC role Business is owned by my wife and I will periodically support her as an employee "

Exams

• S66 Uniform Combined State Law Examination
  2006-07-31

Other Names

• Nathan Cole Thomas