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Roberta K. Zuckerman

J.P. Morgan Securities LLC

Boca Raton, FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-07
TX RA APPROVED_RES 2026-03-16
  • FL RA
    APPROVED
    Since 2026-04-07
  • TX RA
    APPROVED_RES
    Since 2026-03-16

Branch Locations

5100 Town Center Cir Floor 06, Boca Raton, FL 33486-1049 • 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
J.P. Morgan Securities Llc Boca Raton FL 02/2026 Present
Jpmorgan Chase Bank, N.A. Boca Raton FL 02/2026 Present
Unemployed Boynton Beach FL 01/2024 01/2026
Citibank Private Client Group Boca Raton FL 05/2011 12/2023
  • 02/2026 → Present
    J.P. Morgan Securities Llc
    Boca Raton, FL
  • 02/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Boca Raton, FL
  • 01/2024 → 01/2026
    Unemployed
    Boynton Beach, FL
  • 05/2011 → 12/2023
    Citibank Private Client Group
    Boca Raton, FL
Previous Registrations
  • 2020-08-31 → 2024-01-04
    Citigroup Global Markets Inc.
    Stamford, CT
    New York, NY
    Port Jefferson, NY
    Boca Raton, FL
    Boca Raton, FL
    Boca Raton, FL
    Washington, DC
    Boca Raton, FL
    Washington, DC
    Boca Raton, FL
    Coral Springs, FL
    Miami, FL
    Boca Raton, FL
    Aventura, FL
    Coral Springs, FL
    Boca Raton, FL
    Miami, FL
    Darien, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-28
S63 Uniform Securities Agent State Law Examination 1987-02-05
  • S66 Uniform Combined State Law Examination
    2020-08-28
  • S63 Uniform Securities Agent State Law Examination
    1987-02-05
Other Names
  • Roberta Karmel
  • Roberta Karmel Zuckerman
  • Karmel Zuckerman
  • Roberta Zuckerman
  • Roberta K Karmel
  • Roberta Karmel Zuckerman

View on SEC IAPD

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SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
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