Devin Robinson, financial advisor Montrose CA

Devin Robinson

CRD Number: 5822511
Current Firm: J.p. Morgan Securities LLC

Devin Robinson (CRD# 5822511) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montrose, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank, N.a. Montrose, CA Oct 2021 - Current 2
J.p. Morgan Securities LLC Montrose, CA Oct 2021 - Current 2
Pensionmark Securities Santa Barbara, CA Apr 2021 - Sep 2021 < 1
Pasadena Private Wealth, LLC Pasadena, CA Feb 2021 - Sep 2021 < 1
J.p. Morgan Securities LLC San Marino, CA Mar 2018 - Apr 2021 3
J.p. Morgan Securities LLC Pacific Palisades, CA Mar 2017 - Apr 2021 4
Bank Of America, N.a. San Francisco, CA Jun 2011 - Mar 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Jun 2011 - Mar 2017 5
Devin Robinson Dba Robinson Strength Systems South Pasadena, CA Oct 1997 - Dec 2014 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Devin G. Robinson
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, WY

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