Robert Wirthwein
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Robert Wirthwein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCNov 2025 to now
- JPMorgan Chase Bank, N.A.Nov 2025 to now
- HSBC Bank USA, N.A.Jan 2025 to Nov 2025
- HSBC Securities (USA) IncJan 2025 to Nov 2025
- Northwestern Mutual Wealth Management CompanyAug 2022 to Jan 2025
- Northwestern Mutual Investment Services LLCJun 2022 to Jan 2025
- Wells Fargo Bank NAJan 2021 to Jun 2022
- Wells Fargo Clearing Services, LLCJan 2021 to Jun 2022
- Hbsc Bank USA NAJul 2019 to Jan 2021
- Fremont BankFeb 2018 to Jun 2019
- AXA-advisors, LLCAug 2017 to Feb 2018
- Fifth Third SecuritiesAug 2016 to Jun 2017
- Fifth Third BankFeb 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6716177
- Firm CRD
- 79