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
Rs Crum Inc.
|J.p. Morgan Securities LLC||Dallas, TX||Dec 2014 - Current||2|
|Jpmorgan Chase Bank Na||Dallas, TX||Dec 2014 - Current||2|
|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
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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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