Nathaniel Arthur Palmer

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

• 09/2017 → 08/2019
  Jefferies Llc
  New York, NY
• 07/2019 → 07/2023
  First Republic Bank
  Portland, OR
• 12/2023 → Present
  J.P. Morgan Securities Llc
  Portland, OR
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Portland, OR
• 06/2014 → Present
  Oregon Ocean Home Llc
  Lake Oswego, OR
• 12/2023 → Present
  City Center Development Partners Llc
  Lake Oswego, OR

Other Businesses

Entity Name: Oregon Ocean Home LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/01/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate Holdings Entity Name: City Center Development Partners LLC Investment related: No Address: Private Residence Nature of the other business: Holding Company Position/Title/Relationship: Owner/Partner Start Date: 12/18/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate Holdings

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-23
• S63 Uniform Securities Agent State Law Examination
  2017-12-04

Other Names

• Nate A Palmer