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||4|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.