Nathaniel Isaiah Bethea

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 04/2017
  Cox Communications
  Chesapeake, VA
• 09/2015 → 02/2021
  Navy Federal Credit Union
  Chesapeake, VA
• 03/2021 → 01/2022
  Massmutual Commonwealth
  Virginia Beach, VA
• 08/2021 → 12/2021
  Capital Group American Funds
  Norfolk, VA
• 01/2022 → 05/2022
  Adp
  Norfolk, VA
• 05/2022 → 08/2024
  Fulton Bank
  Virginia Beach, VA
• 10/2022 → 08/2024
  Raymond James Financial Services, Inc.
  Virginia Beach, VA
• 05/2022 → 08/2024
  Fulton Financial Advisors
  Virginia Beach, VA
• 04/2023 → Present
  Sentara
  Portsmouth, VA
• 05/2023 → 08/2024
  Raymond James Financial Services Advisors, Inc
  Virginia Beach, VA
• 08/2024 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 04/2021 → 05/2021
  Aflac Field Force
  Virginia Beach, VA
• 08/2019 → 02/2020
  Dick's Sporting Goods, Inc.
  Suffolk, VA
• 10/2024 → 06/2025
  Bank Of America, N.A.
  Norfolk, VA
• 07/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Oakland, CA
• 07/2025 → Present
  Raymond James Financial Services, Inc.
  Oakland, CA
• 01/2023 → 08/2024
  Regent University
  Virginia Beach, VA
• 09/2016 → 10/2022
  University Of Phoenix
  Phoenix, AZ

Previous Registrations

• 2024-09-13 → 2025-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 2023-05-03 → 2024-08-14
  Raymond James Financial Services Advisors, Inc
  Virginia Beach, VA

Other Businesses

(1)Name of Business: ROMAR WEALTH Address: Remote Location, Richmond, VA, 23219, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/23/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor with Raymond JAMES, ROMAR is a Raymond James group

Exams

• S66 Uniform Combined State Law Examination
  2023-04-24

Other Names

• Nathaniel Isaiah Bethea
• Nathaniel Bethea