Robert Postlewaite
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- J.P. Morgan Securities LLCJan 2023 to now
- JPMorgan Chase Bank, N.A.Jan 2023 to now
- UnemployedAug 2022 to Dec 2022
- Perry & AssociatesNov 2021 to Jul 2022
- UnemployedOct 2021 to Oct 2021
- PNC InvestmentsOct 2020 to Sep 2021
- UnemployedJan 2020 to Sep 2020
- National Life GroupOct 2019 to Dec 2019
- Edward JonesSep 2018 to Oct 2019
- National Life GroupApr 2018 to Oct 2018
- Combined InsuranceJun 2017 to Apr 2018
- American Income LifeMay 2017 to Jun 2017
- Ohio UniversityAug 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6491303
- Firm CRD
- 79