Nathan OafCRD Number: 6150640
Current Firm: J.p. Morgan Securities LLC
Nathan Oaf (CRD# 6150640) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 8 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Jp Morgan Securities LLC||Chesterton, IN||Dec 2012 - Current||9|
|Jpmorgan Chase Bank||Chesterton, IN||Jul 2012 - Current||9|
|Team Beachbody||Hobart, IN||Jun 2014 - Nov 2014||< 1|
|Abercrombie & Fitch||Merrillville, IN||Aug 2010 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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