Roxana Alinda Nelson

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

• 11/2021 → 03/2023
  J.P. Morgan Securities Llc
  Carrollton, TX
• 11/2021 → 03/2023
  Jpmorgan Chase Bank, N.A.
  Carrollton, TX
• 02/2020 → 07/2021
  Johnson Financial Group
  Kenosha, WI
• 01/2016 → 03/2019
  Usa Military Socafrica/Cat/I3 Technologies
  Pantelleria
• 06/2011 → 03/2019
  Ristorante Franco Castiglione
  Pantelleria
• 04/2019 → 01/2020
  Unemployed
  Kenosha, WI
• 08/2021 → 10/2021
  Unemployed
  Carrollton, TX
• 04/2023 → 09/2024
  Jpmorgan Chase Bank, N.A.
  Coppell, TX
• 04/2023 → 09/2024
  J.P. Morgan Securities Llc
  Coppell, TX
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Southlake, TX
• 09/2024 → Present
  J.P. Morgan Securities Llc
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27
• S63 Uniform Securities Agent State Law Examination
  2022-02-28

Other Names

• Roxana Radoi
• Roxana Alinda Radoi