Robert Bollinger, financial advisor Redding CA
89 score

Robert Bollinger

CRD Number: 6196368
Current Firm: J.p. Morgan Securities LLC

Robert Bollinger (CRD# 6196368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redding, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Redding, CA Jun 2015 - Current 1
Pfs Investments Inc. Sacramento, CA May 2013 - May 2015 2
Primerica Financial Services Sacramento, CA Apr 2012 - May 2015 3
Bethel Christian School Redding, CA Jul 2012 - Feb 2013 < 1
Bethel School Of Supernatural Ministry Redding, CA Sep 2009 - May 2012 2
Delta County Schools Delta, CO Jan 2001 - Aug 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Robert H. Bollinger
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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