Unclaimed
Nathan Tesmer is a financial professional with over 20 years of experience in the industry. Nathan is currently registered with J.p. Morgan Securities LLC and has been with the firm since 2016. Prior to joining J.p. Morgan Securities LLC, Nathan worked at Chase Investment Services Corp., Banc One Securities Corporation, and Northwestern Mutual Investment Services, LLC. Nathan holds Series 6, 79, and 63 licenses, as well as the SIE exam. Nathan specializes in providing financial advice and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and institutions. Nathan's expertise includes a range of investment products and strategies, including stocks, bonds, mutual funds, and exchange-traded funds.
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
KS
09/05/2016 - Present
J.p. Morgan Securities LLC (Leawood KS)
IL
07/06/2005 - 07/20/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/13/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
07/19/2002 - 02/04/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 12/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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