Robert Donnell

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

• 07/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2021 → 01/2022
  Q Investments
  Fort Worth, TX
• 05/2021 → 08/2021
  Donnell Asset Management Corporation
  Hattiesburg, MS
• 06/2020 → 07/2020
  Shell Oil Company
  Houston, TX
• 05/2019 → 08/2019
  Bp
  Houston, TX
• 06/2018 → 08/2018
  Shows, Dearman & Waites Engineering
  Hattiesburg, MS
• 05/2017 → 08/2017
  Shows, Dearman & Waites Engineering
  Hattiesburg, MS
• 08/2017 → 05/2021
  Louisiana State University
  Baton Rouge, LA
• 02/2022 → 06/2022
  Unemployed
  Dallas, TX
• 08/2016 → 12/2016
  Vital Care Compounders
  Hattiesburg, MS
• 12/2016 → 05/2017
  Unemployed
  Hattiesburg, MS

Exams

• S66 Uniform Combined State Law Examination
  2022-08-25

Other Names

• Robert Ellis Donnell
• Robert Donnell
• Robert Ellis Donnell