Unclaimed
Robert Thorburn is an Investment Advisor Representative at J.P. Morgan Securities LLC, with over 20 years of experience in the financial services industry. Robert is registered with the Securities and Exchange Commission (SEC) and FINRA. Robert has been with J.P. Morgan Securities LLC since September 2014, and has held prior positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Commonwealth Financial Network, Donaldson, Lufkin & Jenrette Securities Corporation, and Credit Suisse First Boston Corporation. Robert's areas of expertise include portfolio management, financial planning, and pension consulting.
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
NY
08/06/2020 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/05/2010 - 09/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/05/2004 - 08/30/2010
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
NJ
11/03/2000 - 09/09/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
10/10/2000 - 09/09/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
03/01/2000 - 10/10/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 09/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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.
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FINRA
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Investors' Exchange LLC
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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
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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