Robbie RobertsonCRD 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 9 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|J.p. Morgan Securities LLC||Kingsburg, CA||Oct 2012 - Current||5|
|Jp Morgan Chase Bank||Tulare, CA||May 2010 - Current||7|
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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