Jason A Roberts

Current Employers

Employment History

• 07/2014 → Present
  Bmo Harris Financial Advisors
  Indianapolis, IN
• 03/2021 → Present
  Lpl Financial Llc
  Zionsville, IN

Previous Registrations

• 2014-07-24 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Carmel, IN
  Carmel, IN
  Carmel, IN
  Noblesville, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Chicago, IL
  Zionsville, IN
  Zionsville, IN
• 2012-10-01 → 2014-04-25
  J.P. Morgan Securities Llc
  New Albany, IN
  Floyds Knobs, IN
  Westfield, IN
  Fishers, IN
• 2008-08-08 → 2012-10-01
  Chase Investment Services Corp.
  Jeffersonville, IN
  New Albany, IN
  New Albany, IN
  Floyds Knobs, IN
  Corydon, IN

Other Businesses

1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - CARMEL, IN 2) 11/01/2011 - Real Estate Rental - JMR Property Management - Investment Related - 2 hours per month - New Albany IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-05
• S63 Uniform Securities Agent State Law Examination
  2005-08-26