Robert Steven Householder

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

• 07/2018 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orange, CA
• 03/2013 → 01/2018
  24 Hour Fitness
  Laguna Niguel, CA
• 02/2018 → 06/2018
  Robert Householder
  Garden Grove, CA
• 07/2018 → 04/2025
  Bank Of America, N.A.
  Orange, CA
• 03/2025 → 06/2025
  Lpl Financial Llc
  Newport Beach, CA
• 03/2025 → 06/2025
  Lpl Financial Services
  Newport Beach, CA
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Ladera Ranch, CA
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Ladera Ranch, CA

Previous Registrations

• 2025-03-28 → 2025-07-17
  Lpl Financial Llc
  Garden Grove, CA
  Fort Mill, SC
  Newport Beach, CA
• 2023-02-21 → 2025-04-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  New York, NY
  Orange, CA
  Tustin, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-17

Other Names

• Rob Steven Householder
• Robert Householder
• Robert S Householder