Unclaimed
John Robinson is a financial advisor registered with J.P. Morgan Securities LLC in Southlake, Texas. John has been in the financial services industry since 2015 and has experience working with various clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and labor unions. John has also previously held roles at Fidelity Brokerage Services LLC, Fidelity Distributors Company LLC, Resolute Investment Distributors, Inc., and Edward Jones. John's expertise includes financial planning, portfolio management, and selection of other advisors.
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
TX
06/15/2022 - Present
J.p. Morgan Securities LLC (SOUTHLAKE TX)
TX
03/06/2020 - 05/25/2022
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (Irving` TX)
TX
12/18/2018 - 02/24/2020
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
TX
03/14/2016 - 11/16/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/07/2015 - 10/07/2015
EDWARD JONES (FRISCO TX)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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