Unclaimed
John George Murray is an active Registered Representative with Robertson Stephens. John has been in the financial services industry since 1993 and has been with Robertson Stephens since 2021. Prior to Robertson Stephens, John was an advisor at various firms including Deutsche Bank Securities Inc., GCA Savvian Advisors, LLC, and BT Alex. Brown Incorporated. John holds FINRA Series 3, 7, 8, 24, 63, 65 and 66 licenses. John is based in Ketchum, ID. Robertson Stephens is an investment firm that provides financial planning, portfolio management, and investment banking services to individuals, families, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ID
09/27/2021 - Present
Robertson Stephens (Ketchum ID)
CA
11/29/2016 - 11/03/2017
ROBERTSON STEPHENS SECURITIES (SAN FRANCISCO CA)
CA
02/28/2005 - 06/12/2014
GCA SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)
NY
01/13/2001 - 02/28/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
07/27/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/28/1999 - 07/20/1999
BT ALEX. BROWN INCORPORATED
NY
06/14/1999 - 06/28/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
07/28/1998 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
CA
10/01/1997 - 06/02/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
01/23/1994 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
NY
11/02/1993 - 02/15/1994
MAS FUND DISTRIBUTION, INC. (NEW YORK NY)
FL
04/15/1993 - 05/11/1993
TEMPLETON FUNDS DISTRIBUTOR, INC. (ST. PETERSBURG FL)
CA
01/20/1992 - 05/11/1993
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
NA
04/23/1985 - 08/29/1988
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 09/02/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 06/16/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/10/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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