Robert Lenertz, financial advisor Spring TX
93 score

Robert Lenertz

CRD Number: 5306672
Current Firm: J.p. Morgan Securities LLC

Robert Lenertz (CRD# 5306672) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Spring, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Spring, TX Oct 2012 - Current 4
Chase Investment Services Corp Spring, TX Jun 2011 - Oct 2012 1
Principal Life Ins Co The Woodlands, TX Sep 2010 - Jun 2011 < 1
Princor Financial Services Corp The Woodlands, TX Sep 2010 - Jun 2011 < 1
Chase Investment Services Corp. Klein, TX Jul 2009 - Sep 2010 1
Linsco/private Ledger Magnolia, TX Aug 2007 - Jul 2009 1
James Lyon Iii 7lya Magnolia, TX Jun 2007 - Aug 2007 < 1
A.g. Edwards Woodlands, TX Mar 2007 - May 2007 < 1
Kytx Tv Tyler, TX Apr 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Robert D. Lenertz
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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