Primerica Advisors
44yrs
Top advisor by experience in Mansfield
17yrs
Nathaniel Sizer
Full name on record: Nathaniel Wayne Sizer
Financial advisor at J.P. Morgan Securities
Based in Mansfield, Texas, Nathaniel Sizer is a fiduciary financial advisor with 17 years of industry experience. Nathaniel joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 79 advisors with offices in Mansfield, and one of 76 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 74% of advisors at J.P. Morgan Securities
Office990 Walnut Creek Drive North, Mansfield, TX 76063
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- Nov 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Nathaniel
(800) 999-2000Firm headquarters in New York, NY. Ask for Nathaniel. 990 Walnut Creek Drive NorthMansfield, TX 76063Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Nathaniel
Tailored to Nathaniel’s registration and firm.
- 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
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About Nathaniel
How do I contact Nathaniel?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Nathaniel Sizer. Nathaniel works from the Mansfield, TX office.
How long has Nathaniel been a financial advisor?
Nathaniel has been in the industry since 2009, about 17 years. More experience than 74% of advisors at J.P. Morgan Securities.
What licenses does Nathaniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nathaniel a fiduciary?
Nathaniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathaniel paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Nathaniel 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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