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Current Employers
Ascensus Investment Advisors, Llc

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-22
  • MA RA
    APPROVED
    Since 2025-05-22

Branch Locations

Brownsburg, IN • United States

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • 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. Indianapolis IN 04/2017 11/2022
Lifescience Logistics Brownsburg IN 10/2016 12/2018
Shoe Carnival Plainfield IN 06/2015 10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 12/2022 09/2023
Bank Of America, N.A. Indianapolis IN 12/2022 09/2023
J.P. Morgan Securities Llc Indianapolis IN 12/2019 11/2022
Jpmorgan Chase Bank, N.A. Zionsville IN 09/2023 01/2025
J.P. Morgan Securities Llc Zionsville IN 09/2023 01/2025
Ascensus Broker Dealer Services Dresher PA 01/2025 Present
  • 04/2017 → 11/2022
    Jpmorgan Chase Bank, N.A.
    Indianapolis, IN
  • 10/2016 → 12/2018
    Lifescience Logistics
    Brownsburg, IN
  • 06/2015 → 10/2016
    Shoe Carnival
    Plainfield, IN
  • 12/2022 → 09/2023
    Indianapolis, IN
  • 12/2022 → 09/2023
    Bank Of America, N.A.
    Indianapolis, IN
  • 12/2019 → 11/2022
    Indianapolis, IN
  • 09/2023 → 01/2025
    Jpmorgan Chase Bank, N.A.
    Zionsville, IN
  • 09/2023 → 01/2025
    Zionsville, IN
  • 01/2025 → Present
    Ascensus Broker Dealer Services
    Dresher, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-28
  • S66 Uniform Combined State Law Examination
    2020-05-28
Other Names
  • Nathalie Paz Soldan
  • Nathalie Paz Soldan Jimenez
  • Nathalie J Paz Soldan
  • Nathalie Johanna Paz Soldan Jimenez
  • Nathalie Johanna Paz Soldan
  • Nathalie J Paz Soldan Jimenez
  • Nathalie Jimenez

View on SEC IAPD

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