Nathan Owens

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

• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 07/2026 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 09/2025 → 06/2026
  Unemployed
  The Woodlands, TX
• 07/2025 → 08/2025
  Britt Smith
  Tomball, TX
• 08/2023 → 06/2025
  Unemployed
  The Woodlands, TX
• 05/2023 → 07/2023
  The Woodlands Country Club
  The Woodlands, TX
• 07/2016 → 04/2023
  Unemployed
  The Woodlands, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-08-22

Other Names

• Nathan Campbell Owens