Nathan Krueger

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

• 11/2008 → 11/2017
  Ubs Financial Services Inc
  Palm Beach, FL
• 11/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 11/2017 → Present
  Jpmorgan Securities, Llc.
  Palm Beach Gardens, FL

Previous Registrations

• 2008-12-12 → 2017-12-11
  Ubs Financial Services Inc.
  West Palm Beach, FL
  West Palm Beach, FL
• 2000-10-01 → 2008-11-24
  Wells Fargo Clearing Services, Llc
  Palm Beach, FL
  Boca Raton, FL
  Palm Beach, FL

Other Businesses

Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-12

Designations

• Certified Financial Planner

Other Names

• Nathan Donald Krueger