Gevin L. Robertson

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

• 05/2017 → Present
  Jp Morgan Chase & Co.
  East Hanover, NJ
• 04/2016 → 05/2017
  Northwestern Mutual
  Paramus, NJ
• 01/2017 → 05/2017
  Stop And Shop Co.
  Emerson, NJ
• 04/2014 → 12/2016
  Demarest Farm
  Hillsdale, NJ
• 09/2013 → 05/2017
  William Paterson University
  Wayne, NJ
• 05/2017 → Present
  Jp Morgan Securities Llc
  East Hanover, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-08-29
• S63 Uniform Securities Agent State Law Examination
  2017-07-14

Other Names

• Gevin L Robertson
• Gevin Robertson
• Gevin Leith Robertson