Kyle W 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

• 09/2019 → 01/2024
  Truist Bank
  Atlanta, GA
• 04/2018 → 08/2019
  Liberty Mutual Insurance
  Kennesaw, GA
• 11/2013 → 04/2018
  American Family Life Insurance Of Columbus - Aflac
  Columbus, GA
• 01/2024 → 06/2025
  Stonex Financial Inc.
  Alpharetta, GA
• 01/2024 → 06/2025
  Stonex Group Inc.
  New York, NY
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Atlanta, GA
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA
• 08/2017 → 11/2018
  The Gardan Group Inc
  Atlanta, GA
• 10/2017 → 12/2017
  Hodges-Mace Benefits Group
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-15
• S63 Uniform Securities Agent State Law Examination
  2024-04-12

Other Names

• Kyle Wayne Nelson
• Kyle W Nelson
• Kyle Nelson