Natalie Michelle Traylor

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

• 04/2026 → Present
  J.P. Morgan Securities Llc
  Beverly Hills, CA
• 04/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Beverly Hills, CA
• 04/2025 → 04/2026
  Ubs Financial
  Los Angeles, CA
• 08/2024 → 04/2025
  Slay Mb Llc
  Manhattan Beach, CA
• 07/2024 → 07/2024
  Unemployed
  Manhattan Beach, CA
• 10/2020 → 06/2024
  University Of California
  Santa Barbara, CA
• 06/2023 → 09/2023
  San Diego Water Authority
  San Diego, CA
• 06/2022 → 08/2022
  Traylor Bros Inc
  Long Beach, CA
• 04/2016 → 09/2020
  Unemployed
  Manhattan Beach, CA

Previous Registrations

• 2025-12-24 → 2026-05-11
  Ubs Financial Services Inc.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-23

Other Names

• Natalie Michelle Traylor
• Natalie Traylor