Rory Patrick Doyle

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

• 02/2016 → 08/2018
  Jpmorgan Securities Llc
  New York, NY
• 08/2018 → Present
  Jpmorgan Securities Llc
  Los Angeles, CA
• 08/2021 → Present
  Jpmorgan Chase Bank Na
  Los Angeles, CA
• 06/2023 → Present
  Otm Partners
  Sherman Oaks, CA

Other Businesses

Entity Name: OTM Partners Investment related: No "Address: Sherman Oaks, CA 91423" Nature of the other business: Consulting Position/Title/Relationship: Owner/Partner Start Date: 06/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My spouse is establishing a consultancy business focused on experiential services and life coaching. I will be a managing partner/member in the business but outside of basic partnership functions, will have limited to no role in the day to day business activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-25
• S63 Uniform Securities Agent State Law Examination
  2016-12-19