Bob Joseph Lincoln

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

• 08/2013 → Present
  Jpmorgan Chase Bank, N.A.
  Katy, TX
• 02/2014 → 05/2017
  J.P. Morgan Securities Llc
  Houston, TX
• 06/2015 → 01/2019
  Bobasa International Trading Co
  Richmond, TX
• 02/2025 → Present
  J.P. Morgan Securities Llc
  Katy, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-09-21
• S63 Uniform Securities Agent State Law Examination
  2014-08-06

Other Names

• Bob Joseph Lincoln
• Khanh Nguyen Bao Pham
• Khanh Nguyen Bao Pham
• Bob J Lincoln
• Bob Lincoln
• Bob Josephlincoln