Paul C Nielsen

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Palatine, IL
• 06/2024 → Present
  Land Trust Ownership
  Itasca, IL
• 06/1995 → Present
  Jpmorgan Chase Bank, N.A.
  Palatine, IL

Previous Registrations

• 2005-09-29 → 2012-10-01
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Bloomingdale, IL
  Mt. Prospect, IL

Other Businesses

Entity Name: Land Trust Ownership Investment related: No Address: Itasca IL 60005 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/20/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Purchasing property inside of a land trust with my adult (26 Years Old) son. My spouse and I will have 50% ownership of the land trust. No connections or similarities to my role at JPMC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-27
• S63 Uniform Securities Agent State Law Examination
  1999-03-02

Other Names

• Paul Clark Nielsen