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Robert Beyer

J.P. Morgan Securities LLC

Chicago, IL

CRD 1101115

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-29
IL RA APPROVED 2023-11-28
  • TX RA
    APPROVED_RES
    Since 2023-11-29
  • IL RA
    APPROVED
    Since 2023-11-28

Branch Locations

10 S Dearborn St Floor 19, Chicago, IL 60603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc Chicago IL 10/2007 Present
Jpmorgan Chase Bank Na Chicago IL 11/2016 Present
  • 10/2007 → Present
    Jpmorgan Securities Llc
    Chicago, IL
  • 11/2016 → Present
    Jpmorgan Chase Bank Na
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-25
S66 Uniform Combined State Law Examination 2006-09-06
S63 Uniform Securities Agent State Law Examination 1983-04-08
  • S65 Uniform Investment Adviser Law Examination
    2023-08-25
  • S66 Uniform Combined State Law Examination
    2006-09-06
  • S63 Uniform Securities Agent State Law Examination
    1983-04-08
Other Names
  • Robert Russell Beyer

View on SEC IAPD

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BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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