Nathan Zebadiah O'COnnell

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

• 03/2026 → Present
  J.P. Morgan Securities Llc
  Englishtown, NJ
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Englishtown, NJ
• 08/2025 → 02/2026
  Unemployed
  Santa Monica, CA
• 10/2024 → 07/2025
  Capital Group
  Los Angeles, CA
• 09/2023 → 10/2024
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → 10/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2022 → 07/2023
  First Republic Bank
  New York, NY
• 10/2019 → 11/2022
  Ubs Financial Services
  Rocky River, OH
• 06/2018 → 09/2019
  Gopal & Pedigo
  Nashville, TN
• 03/2018 → 05/2018
  Vaco
  Nashville, TN
• 12/2016 → 03/2018
  Gopal & Pedigo
  Nashville, TN
• 05/2016 → 11/2016
  Unemployed
  Nashville, TN

Previous Registrations

• 2024-12-17 → 2025-07-24
  Capital Group Private Client Services, Inc.
  Los Angeles, CA
• 2022-11-09 → 2024-10-21
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2024-03-08 → 2024-10-03
  J.P. Morgan Securities Llc
  New York, NY
  West New York, NJ
• 2022-10-03 → 2022-11-14
  Ubs Financial Services Inc.
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2022-10-01

Other Names

• Nathan Z Oconnell
• Nathan Zebadiah Oconnell
• Nathan Zebadiah O'COnnell
• Nathan O'COnnell
• Nathan Zebadiah Oconnell