Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clifton Vernon is a financial advisor with J.P. Morgan Securities LLC. Robert has over 20 years of experience in the financial services industry. Robert holds the Series 7, Series 63, and Series 65 licenses. Robert is also registered with the state of Ohio. Prior to joining J.P. Morgan Securities, Robert was a financial advisor at Thrivent Investment Management Inc., Nationwide Securities, Inc., NYLife Securities Inc., and Salomon Smith Barney Inc. Robert specializes in providing 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
OH
09/21/2023 - Present
J.p. Morgan Securities LLC (MILFORD OH)
OH
03/13/2023 - 08/16/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Cincinnati OH)
OH
06/25/2004 - 10/07/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NY
12/19/2002 - 06/24/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
10/15/1999 - 12/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 04/11/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
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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