Joseph John Nader

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

• 03/2021 → 06/2021
  Wells Fargo Clearing Services Llc
  Houston, TX
• 05/2015 → 06/2021
  Wells Fargo Bank Na
  Houston, TX
• 06/2021 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 06/2021 → Present
  Jpmorgan Securities Llc
  Houston, TX

Other Businesses

Entity Name: Vision Tours Investment related: No "Address: 22 PLACE DES ORANGES, AGADIR, MOROCCO ZIP CODE 80,000" Nature of the other business: Travel Agency Position/Title/Relationship: Board Member Start Date: 05/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Requesting approval to be listed on my parents' travel agency license to comply with a new law requiring a business degree holder. The agency organizes local/international travel and is fully owned/operated by my parents. I will have no ownership, compensation, or operational role. This is strictly to meet regulatory requirements.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-02

Other Names

• Youssef Cherkaoui
• Youssef Cherkaoui Nader
• Youssef Cherkaouinader
• Youssef Cherkaoui Nader