Nathan Frenkiel, financial advisor Franklin Square NY
93 score

Nathan Frenkiel

CRD Number: 1302366
Current Firm: J.p. Morgan Securities LLC

Nathan Frenkiel (CRD# 1302366) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Franklin Square, NY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Franklin Square, NY Dec 2012 - Current 4
Hsbc Securities (usa) Inc. Syosset, NY Dec 2011 - Dec 2012 1
Ladenburg, Thalmann & Company, Inc. Melville, NY Nov 2002 - Dec 2011 9
Ladenburg Thalmann Asset Management Melville, NY Nov 2002 - Dec 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Nathan J. Frenkiel
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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