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Montez Roberson

J.P. Morgan Securities LLC

Clinton Township, MI

Farmington Hills, MI

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-11-06
TX RA APPROVED 2025-11-06
  • MI RA
    APPROVED
    Since 2025-11-06
  • TX RA
    APPROVED
    Since 2025-11-06

Branch Locations

43101 Garfield Road Fl1, Clinton Township, MI 48038 • United States

38601 W 12 Mile Road, Floor 2, Farmington Hills, MI 48331 • 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 Clinton Township MI 11/2025 Present
Jpmorgan Chase Bank, N.A. Clinton Township MI 11/2025 Present
Ameriprise Financial Services, Llc Bloomfield Hills MI 11/2023 10/2025
Comerica Securities Bloomfield Hills MI 08/2020 11/2023
Walgreens Shelby Twp MI 06/2021 08/2021
Fis Global Detroit MI 03/2019 08/2020
Fidelity Management Services Llc Detroit MI 03/2019 08/2020
Comerica Securities Bloomfield Hills MI 07/2012 03/2019
  • 11/2025 → Present
    J.P. Morgan Securities Llc
    Clinton Township, MI
  • 11/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Clinton Township, MI
  • 11/2023 → 10/2025
    Ameriprise Financial Services, Llc
    Bloomfield Hills, MI
  • 08/2020 → 11/2023
    Comerica Securities
    Bloomfield Hills, MI
  • 06/2021 → 08/2021
    Walgreens
    Shelby Twp, MI
  • 03/2019 → 08/2020
    Fis Global
    Detroit, MI
  • 03/2019 → 08/2020
    Fidelity Management Services Llc
    Detroit, MI
  • 07/2012 → 03/2019
    Comerica Securities
    Bloomfield Hills, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-10
  • S66 Uniform Combined State Law Examination
    2025-02-10

View on SEC IAPD

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HANTZ FINANCIAL SERVICES, INC. · CLINTON TOWNSHIP, MI
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