Nathan Stewart

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

• 01/2012 → 07/2017
  The Judge Law Firm
  Irvine, CA
• 07/2017 → 11/2017
  Firstservice Residential
  Irvine, CA
• 12/2017 → 02/2018
  Unemployed
  Irvine, CA
• 03/2018 → 09/2019
  Fidelity Brokerage Services Llc
  Irvine, CA
• 10/2019 → 04/2020
  Mml Investors Services, Llc
  Newport Beach, CA
• 04/2020 → 01/2022
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 04/2020 → 01/2022
  Wells Fargo Bank, Na
  Irvine, CA
• 02/2022 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 02/2022 → 06/2024
  Bank Of America, N.A.
  Newport Beach, CA
• 03/2018 → 09/2019
  Fidelity Investments
  Irvine, TX
• 10/2019 → 04/2020
  Capstone Partners
  Newport Beach, CA
• 07/2024 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA

Previous Registrations

• 2022-06-27 → 2024-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Newport Beach, CA
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-24
• S63 Uniform Securities Agent State Law Examination
  2018-09-07

Other Names

• Nathan Allen Stewart
• Nathan A Stewart