Sharon RobertsonCRD Number: 6248058
Current Firm: J.p. Morgan Securities LLC
Sharon Robertson (CRD# 6248058) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|J.p. Morgan Securities LLC||Dallas, TX||Dec 2014 - Current||1|
|Jpmorgan Chase Bank Na||Dallas, TX||Dec 2014 - Current||1|
|Seeking Sitters||Frisco, TX||May 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dallas, TX||Sep 2013 - Dec 2014||1|
|Mcdowell & Company||Plano, TX||Aug 2013 - Sep 2013||< 1|
|Amerifirst Dba Us Home Loans||Plano, TX||Apr 2013 - Aug 2013||< 1|
|Fairway Independent Mortgage||Flower Mound, TX||Jan 2012 - Apr 2013||1|
|Bikinis Sports Bar And Grill||Richardson, TX||May 2012 - Aug 2012||< 1|
|Fairway Independent Mortgage||Plano, TX||Apr 2010 - Jan 2012||1|
|Brickhouse Tavern And Tap||Plano, TX||Mar 2010 - May 2010||< 1|
|Isabellas Italian Restaurant||Frisco, TX||Jan 2009 - Apr 2010||1|
|Buy Buy Baby||Plano, TX||Dec 2009 - Mar 2010||< 1|
|Ron Lyons Ultimate Body Studio||Frisco, TX||Jul 2009 - Oct 2009||< 1|
|Dublin Dr Pepper||Dublin, TX||Mar 2008 - Dec 2008||< 1|
|Tarleton State University||Stephenville, TX||Aug 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
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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