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John George Murray

Robertson Stephens

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About John George Murray

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.

Firm Information

John Murray is currently registered with Robertson Stephens. Robertson Stephens is a wealth management firm located in San Francisco, California. Founded in 2005, the firm manages over $4.9 billion in assets and provides a variety of services, including financial planning, portfolio management, and pension consulting. They serve high-net-worth individuals, corporations, and other entities, including charitable organizations and pension plans.
Robertson Stephens

455 MARKET STREET

SAN FRANCISCO, CA 94105-2442

$4.93B

Assets Under Management

19

Total Clients

52

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Murray’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John George Murray.
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