Nathan Dick, financial advisor Mesa AZ
93 score

Nathan Dick

CRD Number: 5528297
Current Firm: J.p. Morgan Securities LLC

Nathan Dick (CRD# 5528297) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mesa, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Queen Creek, AZ Oct 2012 - Current 4
Jpmorgan Chase Bank Na Queen Creek, AZ Jan 2012 - Current 4
Chase Investment Services Corp Queen Creek, AZ Jan 2012 - Oct 2012 < 1
Jpmorgan Chase Bank Na Tucson, AZ May 2011 - Dec 2011 < 1
Jpmorgan Chase Bank Na Tucson, AZ Jul 2010 - May 2011 < 1
Chase Investment Services Corp Chandler, AZ May 2008 - Jul 2010 2
Jpmorgan Chase Bank Na Chandler, AZ May 2008 - Jul 2010 2
National Youth Sports Mesa, AZ May 2000 - Nov 2008 8
Equipoint Financial Mesa, AZ Sep 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S63 Uniform Securities State Law Examination Jun 2008
Contact Info for Nathan L. Dick
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • AZ
  • TX
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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