Conor Friedle

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

• 07/2023 → Present
  J.P. Morgan Securities Llc
  Marina Del Rey, CA
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Marina Del Rey, CA
• 06/2022 → 07/2022
  Herold And Lantern Investments, Inc.
  New York, NY
• 09/2020 → 02/2021
  New Leaf Catering
  Cathedral City, CA
• 07/2020 → 08/2020
  In-N-Out Burger
  Thousand Palms, CA
• 10/2018 → 11/2018
  Eos Fitness
  Palm Springs, CA
• 11/2017 → 05/2018
  Escena Golf Club
  Palm Springs, CA
• 08/2019 → 05/2023
  California State University Fullerton
  Fullerton, CA
• 09/2020 → 12/2020
  Glc Management Llc
  Cathedral City, CA
• 07/2013 → 10/2017
  Unemployed
  Palm Springs, CA
• 06/2019 → 08/2019
  Unemployed
  Palm Springs, CA
• 06/2023 → 06/2023
  Unemployed
  Palm Springs, CA
• 08/2016 → 06/2019
  Palm Desert High School
  Palm Desert, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-10-31
• S63 Uniform Securities Agent State Law Examination
  2023-08-11

Other Names

• Conor Patrick Friedle