Joshua Shuster

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

• 07/2012 → 01/2024
  Nuveen Securities, Llc
  Denver, CO
• 07/2012 → 01/2024
  Nuveen Asset Management, Llc
  Chicago, IL
• 05/2025 → Present
  J.P. Morgan Securities Llc
  Castle Rock, CO
• 05/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Castle Rock, CO
• 07/2012 → 01/2024
  Teachers Insurance Annuity Associate
  Denver, CO
• 02/2024 → 04/2025
  Unemployed
  Aurora, CO

Previous Registrations

• 2012-10-25 → 2023-12-12
  Nuveen Asset Management, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-05
• S63 Uniform Securities Agent State Law Examination
  2000-07-10

Other Names

• Josh Shuster
• Joshua William Shuster
• Joshua Shuster
• Joshua W Shuster