Maureen Raihle

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1987 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2009 → 10/2019
  Bank Of America, Na
  Chicago, IL
• 10/2019 → 09/2023
  First Republic Securities Company, Llc
  Jupiter, FL
• 10/2019 → 09/2023
  First Republic Investment Management, Inc.
  Jupiter, FL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 06/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL

Previous Registrations

• 2019-10-04 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Jupiter, FL
  Lake Forest, IL
  Chicago, IL
  Palm Beach, FL
• 1991-07-09 → 2019-10-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Forest, IL
  Chicago, IL
  Chicago, IL
  Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-15
• S63 Uniform Securities Agent State Law Examination
  1988-05-20

Other Names

• Mo Raihle
• Maureen Raihle
• Maureen M Raihle
• Maureen R Kandziora
• Maureen Raihle Kandziora