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Robert Steven Householder

Investment Adviser Representative at J.p. Morgan Securities LLC

Ladera Ranch, CACRD #7655879Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Steven Householder is an investment adviser representative with J.p. Morgan Securities LLC in Ladera Ranch, CA, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 99 (operations professional). They are registered to provide investment advice in California and Texas.

Office

27702 Crown Valley Pkwy, Bldg C-3
Ladera Ranch, CA 92694

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas
Broker:
7 states and territories

California, Florida, Georgia, Kansas, North Carolina, Texas, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/17/2023
Series 99
Operations Professional Examination
Passed 3/28/2025
Series 7
General Securities Representative Examination
Passed 1/18/2023
SIE
Securities Industry Essentials Examination
Passed 8/20/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

J.p. Morgan Securities LLCCurrent
7/2/2025 – Ladera Ranch, CA
LPL Financial LLC
3/28/2025 – 7/17/2025Newport Beach, CA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2/21/2023 – 4/7/2025Orange, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jul 2018 – Apr 2025Orange, CA
  2. 24 Hour Fitness
    Mar 2013 – Jan 2018Laguna Niguel, CA
  3. Robert Householder
    Feb 2018 – Jun 2018Garden Grove, CA
  4. Bank of America, N.A.
    Jul 2018 – Apr 2025Orange, CA
  5. LPL Financial LLC
    Mar 2025 – Jun 2025Newport Beach, CA
  6. LPL Financial Services
    Mar 2025 – Jun 2025Newport Beach, CA
  7. J.p. Morgan Securities LLC
    Jun 2025 – no end date reportedLadera Ranch, CA
  8. Jpmorgan Chase BANK, N.A.
    Jun 2025 – no end date reportedLadera Ranch, CA

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About J.p. Morgan Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13,759
Offices listed on AdvisorFinder:
25
Main office:
New York, NY
SEC file number:
801-3702

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at J.p. Morgan Securities LLC

Showing 12 of 13,759 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Steven Householder has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert Steven Householder (J.p. Morgan Securities)