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RB
CFP
RB
CFP

Robert Blair

J.P. Morgan Securities LLC
33 Years of Experience
Milwaukee, WI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Robert Blair is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Milwaukee, WI, with 33 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

111 E Wisconsin Ave, Floor 22, Milwaukee, WI, 53202

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2023 - Present · 3 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
December 1998 - September 2006 · 7 yrs 9 mos
Banc One Securities CorporationBroker
May 1997 - July 2006 · 9 yrs 2 mos
Banc One Securities CorporationBroker
March 1994 - December 1994 · 9 mos
Banc One Securities CorporationBroker
July 1990 - November 1991 · 1 yr 4 mos
Banc One Wisconsin Investment Services CorporationBroker
June 1989 - July 1990 · 1 yr 1 mo
Mimlic Sales CorporationBroker
March 1988 - February 1990 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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