Parker joe Robinson
Investment adviser representative at J.P. Morgan Securities LLC
12 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
12 years in the industry.
- J.P. Morgan Securities LLCSep 2026 to now
- JPMorgan Chase Bank, N.A.Sep 2026 to now
- UBSJul 2025 to Sep 2026
- Goldman SachsJul 2024 to Jun 2025
- Guggenheim SecuritiesAug 2022 to Jul 2024
- UnemployedJun 2022 to Jul 2022
- Harris Williams & CoJun 2021 to Aug 2021
- Carnegie Mellon UniversityAug 2020 to May 2022
- UnemployedJun 2020 to Jul 2020
- Los Angeles AngelsJun 2018 to May 2020
- University of TexasJul 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7013953
- Firm CRD
- 79