Nathan J. Paulson

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

• 03/2016 → 05/2022
  Fifth Third Bank
  Chicago, IL
• 03/2018 → 05/2022
  Fifth Third Securities
  Chicago, IL
• 04/2022 → 05/2023
  Citigroup
  Chicago, IL
• 06/2023 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 06/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2022-05-17 → 2023-05-26
  Citigroup Global Markets Inc.
  Schaumburg, IL
  Miami, FL
  Chicago, IL
• 2018-10-09 → 2022-05-10
  Fifth Third Securities, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

Effective 6/1/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-09
• S63 Uniform Securities Agent State Law Examination
  2018-04-17

Other Names

• Nathan J Paulson
• Nathan Jon Paulson
• Nathan Paulson