Rivaldo Tobia

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

• 05/2023 → 08/2024
  J.P. Morgan Securities Llc
  Sterling Heights, MI
• 06/2021 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Sterling Heights, MI
• 03/2020 → 06/2021
  T-Mobile
  Sterling Heights, MI
• 08/2018 → 03/2020
  Lifetime Fitness
  Shelby Township, MI
• 04/2015 → 06/2018
  Unemployed
  Sterling Heights, MI
• 07/2018 → 08/2018
  Tam O Shanter Country Club
  West Bloomfield Township, MI
• 09/2024 → 03/2025
  Emortgagefunding Llc
  Troy, MI
• 04/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Shelby Township, MI
• 04/2025 → Present
  J.P. Morgan Securities Llc
  Shelby Township, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-06-09
• S63 Uniform Securities Agent State Law Examination
  2023-09-06

Other Names

• Rivaldo Tobia
• Rivaldo K Tobia
• Rivaldo Kais Tobia