Joseph Daniel Robertson
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 LLCAug 2024 to now
- JPMorgan Chase Bank, N.A.Aug 2024 to now
- Small Business NationalApr 2024 to Jul 2024
- National Finl SolutionsOct 2022 to Apr 2024
- Western Colorado UniversitySep 2022 to May 2023
- Bank of America, N.A.Jul 2021 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Aug 2024
- UnemployedJun 2021 to Jun 2021
- Colorado Mountain CollegeJan 2019 to May 2021
- Arkansas Valley AdventuresJun 2017 to Jun 2019
- Ava Rafting and ZiplineJan 2016 to Jul 2019
- Outdoor Business ProsJan 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7420596
- Firm CRD
- 79