Unclaimed
Robert Byron is a financial professional with over 20 years of experience in the industry. Robert has been registered with J.P. Morgan Securities LLC since 2012 and has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Prior to joining J.P. Morgan, Robert worked at other firms including BANC One Securities Corporation, Re-Direct Securities Corp, IAC Securities, Inc., Liberty Funds Distributor, Inc. and Old Kent Brokerage Services. Robert has a wide range of experience in financial planning, portfolio management, and investment advisory services. Robert is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
12/11/2012 - Present
J.p. Morgan Securities LLC (Columbus OH)
IL
04/15/2009 - 12/31/2010
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
09/19/2002 - 04/26/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/21/2001 - 09/20/2002
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
IL
11/05/1999 - 09/24/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
MA
01/29/1998 - 11/02/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MI
09/06/1994 - 12/11/1996
OLD KENT BROKERAGE SERVICES (GRAND RAPIDS MI)
BC
Issued 05/11/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
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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