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Nate Burtman
NATE ALLAN BURTMAN, NATHAN ALLAN BURTMAN
CRD#: 4395318
IA
Investment Adviser
B
Broker
J.P. MORGAN SECURITIES LLCCRD#: 79 601 MAIN STREET
STEVENS POINT, WI 54481
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2012 - Present (12 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2005 - 2012 (7 years)BBANC ONE SECURITIES CORPORATION (CRD# 16999)2005 - 2005 (<1 year)BTHRIVENT INVESTMENT MANAGEMENT... (CRD# 18387)2002 - 2005 (2 years)BLUTHERAN BROTHERHOOD SECURITIE... (CRD# 4205)2001 - 2002 (1 year)IACHASE INVESTMENT SERVICES CORP. (CRD# 25574)2010 - 2012 (1 year)
License(s)

State Registrations

B
Alabama 6/12/2013

B
New Mexico 7/11/2022

B
Arizona 1/18/2013

B
North Carolina 9/8/2020

B
Arkansas 1/18/2013

B
North Dakota 4/3/2015

B
California 6/8/2016

B
Oregon 6/8/2016

B
Colorado 11/8/2012

B
Pennsylvania 9/30/2021

B
Florida 6/12/2013

B
South Carolina 5/8/2017

B
Georgia 10/7/2013

B
South Dakota 7/5/2017

B
Idaho 7/18/2023

B
Tennessee 5/5/2020

B
Illinois 10/1/2012

B
Texas 10/1/2012

B
Indiana 2/28/2023

IA
Texas 9/19/2013

B
Kansas 10/18/2013

B
Washington 2/26/2015

B
Michigan 10/1/2012

B
Wisconsin 10/1/2012

B
Minnesota 10/24/2012

IA
Wisconsin 10/1/2012

B
Missouri 7/10/2019

SRO Registrations

B
BOX Exchange LLC

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe C2 Exchange, Inc.

B
Cboe EDGA Exchange, Inc.

B
Cboe EDGX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Investors' Exchange LLC

B
Long-Term Stock Exchange, Inc.

B
MEMX LLC

B
MIAX Emerald, LLC

B
MIAX PEARL, LLC

B
MIAX Sapphire

B
Miami International Securities Exchange, LLC

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
NYSE National, Inc.

B
Nasdaq BX, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq MRX, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
J.P. MORGAN SECURITIES LLC (CRD#:79)
601 MAIN STREET, STEVENS POINT, WI 54481
700 FIFTH AVENUE, ANTIGO, WI 54409
Registered with this firm since 10/1/2012

B
J.P. MORGAN SECURITIES LLC (CRD#:79)
601 MAIN STREET, STEVENS POINT, WI 54481
700 FIFTH AVENUE, ANTIGO, WI 54409
Registered with this firm since 10/1/2012

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/15/2010 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) STEVENS POINT, WI
B
07/06/2005 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) STEVENS POINT, WI
B
02/14/2005 - 07/06/2005 BANC ONE SECURITIES CORPORATION (CRD#:16999) CHICAGO, IL
B
07/01/2002 - 01/24/2005 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) MINNEAPOLIS, MN
B
06/12/2001 - 07/01/2002 LUTHERAN BROTHERHOOD SECURITIES CORP. (CRD#:4205) MINNEAPOLIS, MN
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.