Kimberly Nute-Jones

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

• 01/1995 → Present
  Romani Realty And Financial Services Group Llc
  Flossmoor, IL
• 04/2021 → 02/2022
  Goldman Sachs & Co Llc
  Deerfield, IL
• 03/2022 → 10/2024
  Morgan Stanley
  Orland Park, IL
• 07/2025 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2022-03-15 → 2025-06-20
  Morgan Stanley
  Chicago, IL
  Orland Park, IL
  Flossmoor, IL
• 2021-04-20 → 2022-03-18
  Goldman Sachs Wealth Services, L.P.
  Chicago, IL
• 2013-01-15 → 2021-04-14
  Morgan Stanley
  Chicago, IL
  Orland Park, IL
  South Jordan, UT
  Oak Brook, IL
  Chicago, IL

Other Businesses

Romani Realty and Financial Services Group LLC; Investment related Yes; Flossmoor, Illinois; Real Estate; Position: OWNER; 01/995 During business hours: 0; After business hours: 0; Property management Natil Coalition of 100 Black Women Chicago Metropolitan Chapter; Investment Related: No; Homewood, Illinois; Position: National Board of Director; 11/2023; During Business Hours: 0; After Business Hours: 10; Fundraising, Other Family Christian Health Center; Investment Related - No; Harvey, Illinois; Health and Welfare, Medical; Position: Board Member, 11/2024; During Business Hours: 0; After Business Hours: 1; Fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-11
• S63 Uniform Securities Agent State Law Examination
  2010-06-11

Other Names

• Kimberly Ann Nute
• Kimberly Ann Nutejones
• Kimberly Jones
• Kim Jones
• Kimberly A Jones
• Kimberly Ann Nute-Jones