Jacob Nathan Berger

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

• 05/2025 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 05/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 06/2022 → 04/2025
  Coldwell Banker Realty
  Calabasas, CA
• 04/2023 → 01/2025
  Skylight Technologies
  Los Angeles, CA
• 01/2021 → 07/2022
  Compass
  Beverly Hills, CA
• 06/2019 → 12/2019
  Ubs
  Miami, FL
• 12/2018 → 01/2019
  Merrill Lynch
  Los Angeles, CA
• 05/2018 → 08/2018
  Merrill Lynch
  Los Angeles, CA
• 03/2017 → 02/2018
  Pinnacle Venue Services
  Coral Gables, CA
• 08/2016 → 05/2020
  University Of Miami
  Coral Gables, FL
• 06/2020 → 12/2020
  Unemployed
  Calabasas, CA
• 05/2025 → Present
  La Sparks
  Los Angeles, CA

Other Businesses

Effective 5/12/2025 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. Other Business 1: Name of business: Coldwell Banker Realty Not investment related Address: 23647 Calabasas Rd, Calabasas, CA 91302 Nature: Real Estate Position: Real Estate Agent Date: Started June 2022 Hours/Month: 0 Duties: Receive referral business to help clients sell and buy residential property Entity Name: LA Sparks Investment related: No Address: 1111 S Figueroa St, Los Angeles, CA 90015 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 05/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a statistician for the Los Angeles Sparks. I keep record of game stats on game days.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-12

Other Names

• Jacob Berger