Natalie Flerx

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

• 12/2018 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2017 → 12/2018
  5W Public Relations
  New York, NY
• 08/2015 → 08/2017
  Hunter Public Relations
  New York, NY
• 01/2022 → 10/2023
  First Republic Securities Company, Llc
  New York, NY
• 01/2022 → Present
  First Republic Investment Management, Inc.
  New York, NY
• 09/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2022-01-07 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2019-09-18 → 2022-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-09-16

Other Names

• Natalie Rup
• Natalie Morgan Rup