Nathan S. Willardson
Professional summary
Nathan Scott Willardson, CFP®, who also goes by Nate Willardson, Nathan Scott Willardson, Nathan Willardson, is a registered financial advisor currently at CURRENTS WEALTH STRATEGIES LLC located in Chandler, Arizona.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nathan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Scott Willardson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
February 27, 2026 - Present
CURRENTS WEALTH STRATEGIES LLC
March 18, 2024 - February 27, 2026
J.P. MORGAN SECURITIES LLC
June 30, 2017 - February 27, 2026
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/27/2026)
Exams
Current Firm
CURRENTS WEALTH STRATEGIES LLC
CRD#: 339968 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
