UBS Financial Services
47yrs
Top 1% by experience in Nashville
8yrs
Nathaniel Fredricks
Financial advisor at J.P. Morgan Securities
Nathaniel Fredricks has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Nashville, Tennessee. Nathaniel has been with J.P. Morgan Securities since 2022; before that, Nathaniel spent a year at Morgan Stanley and three years at Pruco Securities. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1201 Demonbreun St Suite 1280, Nashville, TN 37203
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- Jun 2021 – Feb 2022Morgan StanleyPreviously
- 2018 – 2021Pruco Securities, LLC.Previously
Contact Nathaniel
Local office(615) 780-4363Ask for Nathaniel. (800) 999-2000Main office · New York, NY 1201 Demonbreun St Suite 1280Nashville, TN 37203Office · 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 Nathaniel’s local office at (615) 780-4363 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Nathaniel Fredricks.
How long has Nathaniel been a financial advisor?
Nathaniel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Nathaniel hold?
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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