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Nathaniel Fuentes

1 Year of Experience
San Francisco, CA
Broker

Nathaniel Fuentes is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

555 California Street, 35th Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nathaniel is an employee of both JPMorgan Securities and JPMorgan Bank since March 2024. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.

Employment History
Current Registrations
Morgan Stanley
March 2026 - Present · 6 mos
Morgan StanleyBroker
March 2026 - Present · 6 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2024 - February 2026 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
July 2024 - February 2026 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.