Diana V Butler

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

• 11/2018 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 07/2015 → 11/2018
  Bank Of America Merchant Services
  Farmers Branch, TX
• 12/2018 → 07/2023
  Bank Of America, N.A.
  Fort Worth, TX
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 09/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 11/2015 → 05/2025
  Al & D Butler
  Fort Worth, TX

Previous Registrations

• 2019-08-12 → 2023-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09

Other Names

• Diana Veronica Acevedo Rodriguez
• Diana V. Acevedo
• Diana Acevedo Rodriguez
• Diana Butler
• Diana V Butler
• Diana Veronica Acevedo
• Diana Veronica Butler