Unclaimed
Clayton Robinson is an active broker and an investment advisor representative at J.P. Morgan Securities LLC. Clayton has been working in the financial services industry since August 22, 2010 and has a Series 63, Series 79 and Series 24 license. Clayton is registered in 53 states and has specialized experience in 6 areas, including financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/23/2010 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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