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John Robert Moore

Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
1 stateRegistered 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

14 years in the industry.

  1. J.P. Morgan Securities LLCJul 2022 to now
  2. JP Morgan Chase Bank, N.A.Jul 2022 to now
  3. UnemployedJun 2022 to Jun 2022
  4. Nextgen Growth PartnersJan 2022 to Mar 2022
  5. Salem GroupDec 2021 to Dec 2021
  6. Parametric PortfolioJun 2021 to Aug 2021
  7. UnemployedJan 2021 to May 2021
  8. CIBCJun 2020 to Aug 2020
  9. John Robert MooreAug 2019 to May 2020
  10. R.P. LumberMay 2019 to Aug 2019
  11. Musco Sports LightingMay 2018 to Aug 2018
  12. University of IowaAug 2017 to May 2022
  13. Spring Valley FarmsJun 2017 to Aug 2017
  14. UnemployedJul 2012 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7337692
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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