Unclaimed
Douglas Bobrow is a registered representative with J.p. Morgan Securities LLC and is active in both Broker-Dealer and Investment Advisor roles. Douglas has been in the industry since August 2015 and holds several licenses including Series 63, Series 65 and Series 7. Douglas is registered in 53 states as a broker-dealer and in two states as an investment advisor. Douglas also serves on the Investment Committee of the Phi Beta Kappa Society, overseeing the Society's endowed investment portfolio. In addition to his work at J.p. Morgan Securities LLC, Douglas is also a partial owner of On-Point Nutrition LLC, a retail business that provides weight loss and nutrition counseling.
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
PA
03/30/2023 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
IA
Issued 03/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Douglas Bobrow is the right advisor for you? Invested Better is here to help.