Robert W Williams

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 07/2019 → 03/2026
  Self
  Santa Rosa Beach, FL
• 04/2003 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX

Previous Registrations

• 2003-04-22 → 2012-10-01
  Chase Investment Services Corp.
  Mansfield, TX
  Mansfield,, TX
  Arlington, TX
  Arlington, TX
  Arlington, TX
  Arlington, TX
• 2003-03-28 → 2003-04-21
  Banc Of America Investment Services, Inc.
  Fort Worth, TX
• 2001-11-09 → 2003-03-31
  Chase Investment Services Corp.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-08
• S63 Uniform Securities Agent State Law Examination
  1995-01-30

Designations

• Certified Financial Planner

Other Names

• Robert Wayne Williams