Bradley Franklin Roberts

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

• 10/2011 → 01/2017
  Money Concepts Capital Corp
  Hurricane, WV
• 01/2016 → 01/2017
  Daf Associates
  Cross Lanes, WV
• 02/2017 → 08/2017
  Jp Morgan Securities Llc
  Huntington, WV
• 02/2017 → 08/2018
  Jp Morgan Chase Bank
  Huntington, WV
• 08/2017 → 10/2018
  Jpmorgan Chase Bank, N.A.
  Barboursville, WV
• 10/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Barboursville, WV
• 08/2017 → Present
  Jpmorgan Securities Llc
  Barboursville, WV

Exams

• S66 Uniform Combined State Law Examination
  2017-10-03
• S63 Uniform Securities Agent State Law Examination
  2016-12-19

Other Names

• Bradley F Roberts
• Bradley Roberts
• Brad Roberts
• Brad F Roberts