Robert Joseph Diehl

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

• 07/2010 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Entity Name: Xavier Mission Inc. Investment related: Yes Address: New York, NY http://xaviermission.org/ Nature of the other business: Community outreach organization. Position/Title/Relationship: Director Start Date: 23-Aug-2016 Approximate # of hours a month: 4-8 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Member of the Board of Directors and serve on the Finance committee, the Development Committee, and as the Chair of the Finance Committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-14
• S63 Uniform Securities Agent State Law Examination
  2010-12-16

Designations

• Chartered Financial Analyst

Other Names

• Robert Diehl
• Robert Joseph Diehl