Robbie Robertson, financial advisor Fresno CA
93 score

Robbie Robertson

CRD Number: 5281054
Current Firm: J.p. Morgan Securities LLC

Robbie Robertson (CRD# 5281054) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fresno, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Kingsburg, CA Oct 2012 - Current 4
Jp Morgan Chase Bank Tulare, CA May 2010 - Current 6
Chase Investment Services Corp Tulare, CA May 2010 - Oct 2012 2
Fugazzis Restaurant Visalia, CA Feb 2008 - May 2010 2
H. Beck, Inc. Rockville, MD Sep 2007 - May 2010 2
Morgan Stanley & Company, Inc. Visalia, CA Jan 2007 - Jul 2007 < 1
The Vintage Press Restaurant Visalia, CA Jul 2002 - Jul 2007 5
Bank Of The West Visalia, CA Jul 2002 - May 2007 4
Clovis Unified School District Clovis, CA Aug 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Robbie R. Robertson
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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