Christian Roberts

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

• 06/2016 → Present
  Jp Morgan Securities Llc
  Houston, TX
• 06/2016 → Present
  Jp Morgan Chase Bank Na
  Houston, TX

Other Businesses

Entity Name: Talavera HOA Board Investment related: Yes "Address: 1 Avalon Pl, Sugar Land, TX 77479 https://sterlingasi.com/ " Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The HOA is a non-profit managing a community of 1,000 homes. As treasurer, I oversee financial management, including budgeting, record-keeping, and financial reporting. I ensure timely dues collection and compliance with financial regulations. There is no connection between the HOA and JPMorgan Chase, and my responsibilities are separate from my firm duties."

Exams

• S66 Uniform Combined State Law Examination
  2025-10-04
• S63 Uniform Securities Agent State Law Examination
  2016-09-19