Kyle P. Bobo

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

• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Westlake Village, CA
• 06/2026 → Present
  J.P. Morgan Securities Llc
  Westlake Village, CA
• 08/2022 → 05/2026
  Charles Schwab
  Encino, CA
• 01/2022 → 08/2022
  California Credit Union
  Glendale, CA
• 08/2018 → 12/2021
  Thrivent Financial
  Glendale, CA
• 06/2016 → 08/2018
  Washington State University
  Pullman, WA

Previous Registrations

• 2022-11-11 → 2026-07-03
  Charles Schwab & Co., Inc.
  Encino, CA
  Los Angeles, CA
  Santa Monica, CA
  Los Angeles, CA
• 2022-09-01 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Santa Monica, CA
• 2022-09-01 → 2022-10-14
  Td Ameritrade, Inc.
  Los Angeles, CA
• 2022-01-14 → 2022-08-09
  Ameriprise Financial Services, Llc
  San Diego, CA
• 2022-01-03 → 2022-01-06
  Thrivent Investment Management Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-12-27

Other Names

• Kyle Phillip Bobo
• Kyle P Bobo