Robert Weston Knapp

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

• 10/2008 → 10/2016
  Jpmorgan Chase Bank Na
  Mantua, OH
• 10/2012 → 10/2016
  J.P. Morgan Securities Llc
  Akron, OH
• 02/2015 → 02/2019
  Rwk Group, Llc
  Kent, OH
• 10/2016 → Present
  Jp Morgan Chase Bank, N.A.
  Mansfield, OH
• 10/2016 → Present
  J.P. Morgan Securities Llc
  Mansfield, OH

Other Businesses

Entity Name: My Farm property Investment related: No Address: Medina Ohio Nature of the other business: Farming Position/Title/Relationship: Owner/Partner Start Date: 05/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: i bought a 54 acre farm property and will lease out some of the land to a farmer to plant corn and soy beans.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-26
• S63 Uniform Securities Agent State Law Examination
  2013-10-16

Other Names

• Robert W Knapp