Robert Donnell
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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 LLCJul 2022 to now
- JPMorgan Chase Bank, N.A.Jul 2022 to now
- UnemployedFeb 2022 to Jun 2022
- Q InvestmentsAug 2021 to Jan 2022
- Donnell Asset Management CorporationMay 2021 to Aug 2021
- Shell Oil CompanyJun 2020 to Jul 2020
- BpMay 2019 to Aug 2019
- Shows, Dearman & Waites EngineeringJun 2018 to Aug 2018
- Louisiana State UniversityAug 2017 to May 2021
- Shows, Dearman & Waites EngineeringMay 2017 to Aug 2017
- UnemployedDec 2016 to May 2017
- Vital Care CompoundersAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7598457
- Firm CRD
- 79