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Nathan Scott Willardson

Currents Wealth Strategies LLC

Chandler, AZ

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Current Employers
Currents Wealth Strategies Llc

Chandler, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-02-27
  • AZ RA
    APPROVED
    Since 2026-02-27

Branch Locations

Chandler, AZ • 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
J.P Morgan Private Bank Scottsdale AZ 07/2020 Present
J.P. Morgan Private Bank Scottsdale AZ 04/2017 06/2020
Utah Valley University Orem UT 08/2015 10/2016
Utah Valley University - Mmrc Orem UT 02/2016 02/2017
Utah Valley University Orem UT 01/2017 03/2017
Currents Wealth Strategies Chandler AZ 12/2025 Present
  • 07/2020 → Present
    J.P Morgan Private Bank
    Scottsdale, AZ
  • 04/2017 → 06/2020
    J.P. Morgan Private Bank
    Scottsdale, AZ
  • 08/2015 → 10/2016
    Utah Valley University
    Orem, UT
  • 02/2016 → 02/2017
    Utah Valley University - Mmrc
    Orem, UT
  • 01/2017 → 03/2017
    Utah Valley University
    Orem, UT
  • 12/2025 → Present
    Currents Wealth Strategies
    Chandler, AZ
Previous Registrations
Other Businesses

-INSURANCE AGENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
S63 Uniform Securities Agent State Law Examination 2017-12-12
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
  • S63 Uniform Securities Agent State Law Examination
    2017-12-12
Designations
Other Names
  • Nate Willardson
  • Nathan Scott Willardson
  • Nathan Willardson

View on SEC IAPD

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