Robert Siers, financial advisor Grayslake IL
96 score

Robert Siers

CRD Number: 5619618
Current Firm: J.p. Morgan Securities LLC

Robert Siers (CRD# 5619618) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grayslake, IL and has over 7 years of experience in the finance industry. Robert Siers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tbd Lake Zurich, IL Sep 2014 - Current 2
Robert Siers Dba Robert Siers Wheeling, IL Jun 2013 - Current 3
J.p. Morgan Securities LLC Long Grove, IL Oct 2012 - Current 4
Jp Morgan Chase Bank Na Deerfield, IL Nov 2008 - Current 8
Chase Investment Services Corp Deerfield, IL Nov 2008 - Oct 2012 3
Unemployed Mount Prospect, IL May 2008 - Nov 2008 < 1
Huntsville Havoc Huntsville, AL Sep 2007 - Apr 2008 < 1
Unemployed Mount Prospect, IL May 2007 - Sep 2007 < 1
University Of Southern Maine Portland, ME Sep 2003 - May 2007 3
Unemployed Mount Prospect, IL Sep 2003 - May 2007 3
University Of Southern Maine Work Study Program Gorham, ME Oct 2006 - Apr 2007 < 1
Sports Authority South Portland, ME Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Robert J. Siers
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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