Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kerr is an investment advisor representative with J.P. Morgan Securities LLC. Robert has been in the industry since March 2009 and holds a Series 7, Series 63, Series 66, and Series 87 licenses. Robert has worked for several firms over the years, including Morgan Stanley, Deutsche Bank Securities Inc., and Bear, Stearns & Co. Inc. Robert is currently registered in Illinois and Texas. Robert has a broad range of experience in the industry and is dedicated to providing clients with the best possible investment advice.
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
IL
03/18/2024 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
06/07/2017 - 08/06/2018
MORGAN STANLEY (CHICAGO IL)
IL
11/21/2013 - 06/08/2017
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
IL
08/24/2006 - 02/17/2009
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
NY
11/28/2002 - 02/07/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 03/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/26/2002
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
Not sure Robert Kerr is the right advisor for you? Invested Better is here to help.
