Robert
Douglass

J.P. Morgan Securities LLC

CRD#4262487
Investment Advisor
in Atlanta, GA
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About this Advisor

Robert Douglass is a chartered financial analyst working out of Atlanta, Georgia, with 14 years of financial industry experience. Douglass currently works for J.P. Morgan Securities LLC. Their career trajectory has included roles at Credit Suisse Securities (Usa) LLC, J.P. Morgan Securities LLC and Jpmorgan Chase Bank Na. Douglass maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia, Louisiana, North Carolina, Ohio and Texas. J.P. Morgan Securities LLC is an advisory company headquartered in Atlanta, Georgia. The investment advisory business has offices in 5,365 locations and a total of 5,713 people on staff. It oversees $113 billion in assets among its 505,984 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 190 charitable organizations. Of its 505,984 accounts, 16% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees billed by J.P. Morgan Securities LLC likely consist of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3424 Peachtree Road Ne Floor 17 and 18
Atlanta, GA 30326

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

GA Average: $7,464,549,021
Total Number of Employees

7,383

GA Average: 88
Total Number of Accounts

602,419

GA Average: 3,892
Average Account Size

$216,255

GA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Douglass Work History

Robert has 14 years of experience.

2014 - Present (5 years)

J.P. Morgan Securities LLC

2014 - Present (5 years)

Jpmorgan Chase Bank Na

2004 - Present (15 years)

Credit Suisse Securities (Usa) LLC

Disclosures

Robert Douglass has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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