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Nathan Brian Lillis

J.P. Morgan Securities LLC

Landenberg, PA

New York, NY

CRD 7737916

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-13
TX RA APPROVED 2026-07-13
  • NY RA
    APPROVED
    Since 2026-07-13
  • TX RA
    APPROVED
    Since 2026-07-13

Branch Locations

Landenberg, PA • United States

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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
Jpmorgan Chase Bank, N.A. Newark DE 10/2024 Present
J.P. Morgan Securities Llc Newark DE 10/2024 Present
Macquarie Group New York City NY 06/2023 08/2023
Fieldstone Golf Club Greenville DE 09/2018 08/2022
Pennsylvania State University State College PA 08/2020 05/2024
Unemployed Landenberg PA 10/2014 08/2018
Unemployed Landenberg PA 06/2024 09/2024
  • 10/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Newark, DE
  • 10/2024 → Present
    J.P. Morgan Securities Llc
    Newark, DE
  • 06/2023 → 08/2023
    Macquarie Group
    New York City, NY
  • 09/2018 → 08/2022
    Fieldstone Golf Club
    Greenville, DE
  • 08/2020 → 05/2024
    Pennsylvania State University
    State College, PA
  • 10/2014 → 08/2018
    Unemployed
    Landenberg, PA
  • 06/2024 → 09/2024
    Unemployed
    Landenberg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-13
S63 Uniform Securities Agent State Law Examination 2024-11-26
  • S65 Uniform Investment Adviser Law Examination
    2026-07-13
  • S63 Uniform Securities Agent State Law Examination
    2024-11-26
Other Names
  • Nate Lillis

View on SEC IAPD

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