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Jeffrey Charles Roberts

North Forty Investment Advisors LLC

Glen Ellyn, IL

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Current Employers
North Forty Investment Advisors Llc

Glen Ellyn, IL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
IL RA APPROVED 2020-01-02
  • FL RA
    APPROVED
    Since 2025-01-01
  • IL RA
    APPROVED
    Since 2020-01-02

Branch Locations

Glen Ellyn, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Chase Bank, Na Chicago IL 07/2006 06/2019
North Forty Investment Advisors Llc Glen Ellyn IL 08/2019 Present
Previous Registrations
  • 2008-10-01 → 2012-05-15
    J.P. Morgan Securities Llc
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2006-09-27 → 2008-10-01
    J.P. Morgan Securities Inc.
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2001-12-27 → 2006-09-27
    Banc One Securities Corporation
    Chicago, IL
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-09-27
  • S66 Uniform Combined State Law Examination
    1999-09-27
Designations

View on SEC IAPD

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