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Natalie Beaini

J.P. Morgan Securities LLC

Buena Park, CA

CRD 7056396

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
CA RA APPROVED 2024-11-05
  • TX RA
    APPROVED
    Since 2025-09-04
  • CA RA
    APPROVED
    Since 2024-11-05

Branch Locations

7964 Beach Blvd., Buena Park, CA 90620 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Buena Park CA 03/2020 Present
J.P. Morgan Securities Llc Buena Park CA 08/2021 Present
Philly's Best Long Beach CA 10/2019 03/2020
Antelope Valley College Lancaster CA 08/2017 06/2018
Unemployed Long Beach CA 02/2019 10/2019
Unemployed Lancaster CA 01/2011 08/2017
Unemployed Lancaster CA 07/2018 07/2018
Lpl Financial Long Beach CA 12/2018 01/2019
Unemployed Long Beach CA 08/2018 11/2018
  • 03/2020 → Present
    Jpmorgan Chase Bank, N.A.
    Buena Park, CA
  • 08/2021 → Present
    J.P. Morgan Securities Llc
    Buena Park, CA
  • 10/2019 → 03/2020
    Philly's Best
    Long Beach, CA
  • 08/2017 → 06/2018
    Antelope Valley College
    Lancaster, CA
  • 02/2019 → 10/2019
    Unemployed
    Long Beach, CA
  • 01/2011 → 08/2017
    Unemployed
    Lancaster, CA
  • 07/2018 → 07/2018
    Unemployed
    Lancaster, CA
  • 12/2018 → 01/2019
    Lpl Financial
    Long Beach, CA
  • 08/2018 → 11/2018
    Unemployed
    Long Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-04
S63 Uniform Securities Agent State Law Examination 2021-10-12
  • S66 Uniform Combined State Law Examination
    2024-11-04
  • S63 Uniform Securities Agent State Law Examination
    2021-10-12
Other Names
  • Natalie Ann Beaini

View on SEC IAPD

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APIIS WEALTH MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLMERITS ASSET, LLC

Nearby Investors

HARINNE LEE KIM
JOHN FRANKLIN WEBB
DAEWOO LEE

Nearby Offices

APIIS WEALTH MANAGEMENT CORP. · BUENA PARK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Buena Park, CA
ALLMERITS ASSET, LLC · BUENA PARK, CA

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