Best Investors Account Sign in
Inactive

James Daniel Roberts

J.P.MOrgan Wealth Management Solutions Inc.

Columbus, OH

New York, NY

J.P. Morgan Securities LLC

New York, NY

Columbus, OH

Claim This Profile
Current Employers
J.P.MOrgan Wealth Management Solutions Inc.

270 Park Avenue Floor 10, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

1111 Polaris Pkwy, Columbus, OH 43240 • United States

270 Park Avenue Floor 10, New York, NY 10017 • United States

J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-20
  • TX RA
    APPROVED_RES
    Since 2024-08-20

Branch Locations

270 Park Ave Floor 10, New York, NY 10017 • United States

1111 Polaris Pkwy, Floor 1C, Columbus, OH 43240 • 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
J.P. Morgan Securities Llc Columbus OH 08/2024 Present
Jpmorgan Chase Bank, N.A. Columbus OH 11/2006 Present
J.P.MOrgan Wealth Management Solutions Inc. Columbus OH 11/2025 Present
Other Names
  • James Roberts
  • J Daniel Roberts
  • Jd Roberts
  • J D Roberts

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor