Philip Noel 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

• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 07/2026 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 07/2023 → 06/2026
  Usaa
  San Antonio, TX
• 06/2023 → 06/2023
  Unemployed
  San Antonio, TX
• 08/2020 → 05/2023
  Texas A&M University
  College Station, TX
• 06/2022 → 08/2022
  Usaa
  San Antonio, TX
• 03/2021 → 01/2022
  Texas A&M University
  College Station, TX
• 06/2021 → 08/2021
  North Dallas Bank And Trust
  Dallas, TX
• 08/2018 → 07/2020
  Nelco Media
  San Antonio, TX
• 07/2016 → 07/2018
  Unemployed
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-08-31

Other Names

• Philip Noel Nelson