Robert S. Eiford

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 03/2025
  Robert S. Eiford And Susanne Eiford Family Partnership, Llc
  Bellingham, WA
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Gig Harbor, WA

Previous Registrations

• 2009-11-19 → 2012-10-01
  Chase Investment Services Corp.
  Gig Harbor, WA
  Bremerton, WA
  Gig Harbor, WA
• 2008-01-01 → 2009-05-06
  Wells Fargo Clearing Services, Llc
  Bellingham, WA
• 2007-06-11 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Bellingham, WA
• 2007-05-03 → 2007-05-25
  Waddell & Reed
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2007-05-02

Other Names

• Robert Scott Eiford