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Michael Shane Robinson

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.

  1. J.P. Morgan Securities LLCMay 2020 to now
  2. JPMorgan Chase Bank, N.A.Mar 2020 to now
  3. Moses Auto GroupSep 2017 to Feb 2020
  4. Lowe'sDec 2015 to Sep 2017
  5. Hurricane High School (putnam County School District)Jun 2015 to Feb 2020
  6. Marshall UniversityAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (TX, WV).

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
7256345
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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