Margaret Flynn Robison

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

• 08/2013 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 05/2010 → Present
  Jpmorgan Investment Mgmt
  New York, NY

Other Businesses

Entity Name: Mark Twain Owners Corporation Investment related: No "Address: 100 West 12th Street New York, NY 10011" Nature of the other business: Real Estate Position/Title/Relationship: Board Member Start Date: 03/06/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: No connection to my JPM role. This is my coop board and I would serve as a board member to help with the efficient running of the coop" Entity Name: Columbia College Women Investment related: No Address: 622 New York, NY Nature of the other business: The mission of Columbia College Women (CCW) is to connect alumnae to the College, to one another and to women at large at Columbia University; Provide enriching experiences and benefits that support alumnae throughout their lives, in both personal and professional endeavours, and create an engaged and dynamic community that strengthens the voices and leadership of women at Columbia University. Position/Title/Relationship: Director Start Date: 12-Jun-2018 Approximate # of hours a month: less than 5 hours a month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member - responsible for programming (events) and other networking, mentoring and similar activities. The organization does not do any investment related activity. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-10-04