J.P. Morgan Securities LLC
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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
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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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.
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Credit Suisse Securities (Usa) LLC
Robert Douglass has no disclosures.
Please visit their SEC profile for more details.