Diana Orrostieta Momin

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

• 01/2020 → 06/2021
  Bbva Securities Inc
  Houston, TX
• 08/2019 → 10/2021
  Bbva Usa
  Houston, TX
• 06/2019 → 07/2019
  Unemployed
  Houston, TX
• 12/2018 → 05/2019
  Lawn Management Company
  Houston, TX
• 04/2018 → 11/2018
  Aerotek
  Houston, TX
• 02/2014 → 12/2016
  Unemployed
  Houston, TX
• 10/2021 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 10/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 01/2017 → 03/2017
  O D Torres Inc.
  Houston, TX
• 04/2017 → 03/2018
  Unemployed
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-02
• S63 Uniform Securities Agent State Law Examination
  2020-06-19

Other Names

• Diana Orrostieta
• Alisha Fatima Momin