Natalie Flerx (CRD# 7056759) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 5 years of experience in the finance industry.
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank, N.a. | New York, NY | Oct 2023 - Current | 1 |
J.p. Morgan Securities LLC | New York, NY | Sep 2023 - Current | 1 |
First Republic Investment Management, Inc. | New York, NY | Jan 2022 - Current | 2 |
First Republic Securities Company, LLC | New York, NY | Jan 2022 - Oct 2023 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Dec 2018 - Jan 2022 | 3 |
5w Public Relations | New York, NY | Aug 2017 - Dec 2018 | 1 |
Hunter Public Relations | New York, NY | Aug 2015 - Aug 2017 | 2 |
M Booth | New York, NY | May 2015 - Aug 2015 | < 1 |
University Of Maryland | College Park, MD | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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