Robert E. Cross
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
3 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 LLCNov 2022 to now
- JPMorgan Chase Bank, N.A.Nov 2022 to now
- Bobo Photo LLCOct 2024 to May 2026
- Taj GalleryAug 2023 to Sep 2025
- Orkin Pest Control- Rollins IncApr 2021 to Oct 2022
- Southern Glazers Wine and SpiritsOct 2014 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, 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
- 7665177
- Firm CRD
- 79