Wells Fargo Advisors
46yrs
Top advisor by experience in Corte Madera
26yrs
Michael Nelson
Financial advisor at J.P. Morgan Securities
Michael Nelson is a fiduciary financial advisor in Corte Madera, California, with 26 years in the industry. Michael joined J.P. Morgan Securities in 2024, after three years at Citigroup Global Markets. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 64 advisors with offices in Corte Madera, and one of 58 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 10% by experience at J.P. Morgan Securities
Office437 Corte Madera Town Center, Corte Madera, CA 94925
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2024Citigroup Global Markets Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Michael Nelson. Michael works from the Corte Madera, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. Top 10% by experience at J.P. Morgan Securities.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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