Robert Vincent Chamberlin

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

• 09/2013 → 08/2018
  J.P. Morgan Securities Llc
  Seattle, WA
• 09/2018 → 09/2020
  Unionbanc Investment Services, Llc
  Irvine, CA
• 08/2018 → 09/2020
  Mufg Union Bank
  Irvine, CA
• 09/2013 → 08/2018
  Jpmorgan Chase Bank, N.A.
  Seattle, WA
• 09/2020 → Present
  J.P. Morgan Securities Llc
  Ladera Ranch, CA
• 09/2020 → Present
  Jpmorgan Chase Bank, N.A.
  Ladera Ranch, CA

Previous Registrations

• 2018-09-12 → 2020-09-08
  U.S. Bancorp Advisors, Llc
  Irvine, CA
• 2013-11-29 → 2018-08-29
  J.P. Morgan Securities Llc
  Seattle, WA
• 2011-01-03 → 2013-09-10
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Seattle, WA
  Seattle, WA
  Charlotte, NC
  Tacoma, WA
• 2006-03-20 → 2011-01-03
  Wells Fargo Investments, Llc
  Seattle, WA
  Seattle, WA
• 2005-03-22 → 2005-05-12
  Wells Fargo Investments, Llc
  Oakland, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-03-16
• S63 Uniform Securities Agent State Law Examination
  1996-01-22

Other Names

• Robert Vincent Chamberlin
• Robert V Chamberlin
• Robby Chamberlin
• Robert Vincent Chamberlin,