Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan James Heath is a financial advisor with J.P. MORGAN SECURITIES LLC and is currently registered with both FINRA and the state of California. Nathan has been in the securities industry since 2008 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nathan holds Series 7, 9, 10, 66, and SIE licenses and is registered in 53 states and territories, as well as two Canadian provinces. Nathan is a partial owner of TCN Holdings, LLC, a real estate holding company and the sole owner of Heath International Holdings, LLC. The advisor specializes in financial planning, pension consulting, and selection of other advisors. J.P. MORGAN SECURITIES LLC is a large financial services firm with over $250 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
02/28/2018 - Present
J.p. Morgan Securities LLC (Orange CA)
CA
02/27/2008 - 03/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 5/5/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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