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Roberto C Castro

J.p. Morgan Securities LLC

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About Roberto C Castro

Roberto Castro is a financial professional with over 8 years of experience in the securities industry. Roberto currently holds a Series 99 and a SIE license and is registered with J.P. Morgan Securities LLC. Previously, Roberto was employed by First Republic Securities Company, LLC and Wedbush Securities Inc. Roberto is a seasoned professional with a diverse background in the financial services industry. He has a proven track record of success in providing clients with customized investment solutions. Roberto specializes in helping clients with their financial planning, portfolio management, and pension consulting needs.

Firm Information

Roberto Castro is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Roberto Castro’s Registration & Firm History

NY

09/29/2023 - Present

J.p. Morgan Securities LLC (New York NY)

CA

09/02/2020 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)

CA

02/27/2015 - 11/21/2018

WEDBUSH SECURITIES INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2015

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roberto C Castro.
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