Robert Martin Taylor

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

• 08/2018 → 07/2022
  Morgan Stanley Smith Barney Llc
  Philadelphia, PA
• 08/2017 → 05/2018
  Staples
  Orlando, FL
• 11/2015 → 05/2017
  University Of Central Florida
  Orlando, FL
• 07/2022 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A
  Miami, AZ
• 06/2017 → 07/2017
  Unemployed
  Orlando, FL
• 05/2018 → 07/2022
  Morgan Stanley
  Philadelphia, AZ

Previous Registrations

• 2018-08-30 → 2022-07-25
  Morgan Stanley
  Winter Park, FL
  Philadelphia, PA
  Raleigh, NC
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2018-08-29

Other Names

• Robert M Taylor