Richard J Doyle

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

• 10/2010 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 10/2008 → Present
  Jpmorgan Securities Llc
  New York, NY

Previous Registrations

• 2006-05-18 → 2008-02-15
  Aon Retirement Plan Advisors, Llc
  Atlanta, GA
• 2003-05-07 → 2005-12-31
  Aon Capital Advisors Llc
  Stamford, CT

Other Businesses

Entity Name: Loeb Partners Realty LLC Investment related: N/A Address: N/A Nature of the other business: Loeb Partners Realty is a privately held real estate company that makes opportunistic investments in real estate properties, with its major focus on the creation and enhancement of the value of these properties through repositioning, renovation, and intensive asset management. Position/Title/Relationship: Investor (e.g. Limited Partner, Partial Owner, Passive Investor, etc. Start Date: 11-Oct-2018 Approximate # of hours a month: N/A Approximate # of hours during securities trading hours: N/A Briefly describe your duties: N/A Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-16
• S65 Uniform Investment Adviser Law Examination
  2003-04-15

Other Names

• Jim Doyle
• Richard James Doyle
• Richard James Doyle
• Richard J Doyle