Unclaimed
Robert Jamison is a registered representative with J.p. Morgan Securities LLC, and a registered investment advisor in Pennsylvania and Texas. Robert has been in the securities industry since April 1, 2012. Robert has worked for several firms over the years, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Navillus Securities, Inc., and Electronic Trading Group, LLC.
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
PA
03/29/2023 - Present
J.p. Morgan Securities LLC (Pittsburgh PA)
PA
12/13/2017 - 03/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEWICKLEY PA)
PA
10/08/2001 - 03/13/2002
NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)
NY
07/03/2000 - 03/12/2001
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
NY
04/23/1998 - 07/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/24/1995 - 04/17/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
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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