Robert Baldacci, financial advisor Monterey CA
83 score

Robert Baldacci

CRD Number: 3037308
Current Firm: J.p. Morgan Securities LLC

Robert Baldacci (CRD# 3037308) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Monterey, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Pacific Grove, CA Oct 2012 - Current 4
Chase Investment Services Corp Salinas, CA Apr 2009 - Oct 2012 3
Bank Of America, N.a. Concord, CA Nov 2008 - Mar 2009 < 1
Banc Of America Investment Services, Inc. Concord, CA Nov 2008 - Mar 2009 < 1
Wachovia Securities, LLC El Cajon, CA Feb 2007 - Nov 2008 1
Atlas Securities, Inc. San Leandro, CA Oct 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Baldacci
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • 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
83

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