Chase Nielsen

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

• 06/2014 → 01/2020
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 02/2007 → 04/2017
  Nielsen'S Landscaping & Snow Removal Llc
  Salt Lake City, UT
• 07/2018 → 01/2020
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 01/2015 → 07/2018
  Strategic Advisers Llc
  Salt Lake City, UT
• 01/2020 → Present
  Jp Morgan Securities, Llc
  Park City, UT
• 01/2020 → Present
  Jp Morgan Chase Bank, N.A.
  Park City, UT

Previous Registrations

• 2018-07-13 → 2020-01-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-01-27 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2015-01-26
• S63 Uniform Securities Agent State Law Examination
  2014-07-21

Other Names

• Chase G Nielsen
• Chase G Nielsen