Best Investors Account Sign in

Robin Kopeikin

J.P. Morgan Securities LLC

Los Angeles, CA

Santa Barbara, CA

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-21
TX RA APPROVED 2024-03-21
  • CA RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

2029 Century Park East, Floor 37, Los Angeles, CA 90067 • United States

1302 State Street, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Invesment Management Santa Barbara CA 06/2007 04/2017
First Republic Securities Company, Llc Santa Barbara CA 04/2017 10/2023
First Republic Investment Management, Inc. Santa Barabara CA 04/2017 Present
J.P. Morgan Securities Llc Santa Barbara CA 09/2023 Present
Jpmorgan Chase Bank, N.A. Santa Barbara CA 10/2023 Present
  • 06/2007 → 04/2017
    First Republic Invesment Management
    Santa Barbara, CA
  • 04/2017 → 10/2023
    First Republic Securities Company, Llc
    Santa Barbara, CA
  • 04/2017 → Present
    First Republic Investment Management, Inc.
    Santa Barabara, CA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Santa Barbara, CA
  • 10/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Santa Barbara, CA
Previous Registrations
  • 2007-06-06 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    Santa Barbara, CA
    San Francisco, CA
    Santa Barbara, CA
  • 1997-07-08 → 2007-06-06
    Starbuck Tisdale & Associates
    Santa Barbara, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-28
S65 Uniform Investment Adviser Law Examination 1996-06-27
  • S63 Uniform Securities Agent State Law Examination
    2014-04-28
  • S65 Uniform Investment Adviser Law Examination
    1996-06-27
Designations
Other Names
  • Robin Purcell Macleod
  • Robin Paige Purcell
  • Robin Purcell Kopeikin

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor