Jeffrey Michael Diefenthaler
Also appears in the source record as: Jeff Diefenthaler
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 7Series 65Series 63
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 27
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 3110875 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (7)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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Tiaa-Cref Advice And Planning ServicesSouthfield, MI · IA capacityJan 14, 2013 → Dec 23, 2014
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Tiaa-Cref Individual & Institutional Services, LLCSouthfield, MI · BC capacityJan 11, 2013 → Dec 23, 2014
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SpcPlymouth, MI · IA capacityJun 30, 2009 → Dec 14, 2012
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Sigma Financial CorporationPlymouth, MI · BC capacityJun 26, 2009 → Dec 14, 2012
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Fidelity Brokerage Services LLCFarmington, MI · BC capacitySep 23, 1998 → Feb 18, 2009
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.