Rachel 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

• 03/2023 → 07/2025
  Morgan Stanley
  Gilbert, AZ
• 01/2023 → 03/2023
  Associate Staffing
  Gilbert, AZ
• 10/2022 → 12/2022
  Unemployed
  Scottsdale, AZ
• 10/2020 → 09/2022
  Nationstar Mortgage Dba Mr. Cooper
  Chandler, AZ
• 04/2020 → 09/2020
  Unemployed
  Scottsdale, AZ
• 01/2020 → 03/2020
  Professional Sports Publications
  Scottsdale, AZ
• 08/2016 → 12/2019
  Grand Canyon University
  Phoenix, AZ
• 05/2014 → 03/2018
  Lifetime Fitness
  Parker, CO
• 01/2019 → 02/2020
  Salt River Fields At Talking Stick
  Scottsdale, AZ
• 05/2017 → 08/2019
  C. & J. Clark
  Lone Tree, CO
• 09/2017 → 12/2019
  Busy Bees Babysitting
  Phoenix, AZ
• 07/2025 → Present
  J.P. Morgan Securities Llc
  Tempe, AZ
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ

Previous Registrations

• 2023-05-04 → 2025-07-14
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-03-08

Other Names

• Rachel T Nelson
• Rachel Nelson
• Rachel Theresa Nelson