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Robert Eschweiler
22 Years of Experience
Houston, TX
3 DisclosuresBroker
Robert Eschweiler is a registered investment advisor at J.P. Morgan Securities LLC, based in Houston, TX, with 22 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.
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 Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $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
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Location
600 Travis St, Floors 61st & 62nd, Houston, TX, 77002-3009
Get directionsHistory
Regulatory History (3)
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 2012Denied
Customer Dispute
April 2008Settled
Customer Dispute
March 2008Settled
Employment History
Current Registrations
J.P. Morgan Securities LLC
August 2023 - Present · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2008 - Present · 18 yrs
Previous Registrations
J.P. Morgan Securities INC.Broker
May 2006 - October 2008 · 2 yrs 5 mos
Banc of America Investment Services, INC.
April 2005 - May 2006 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
December 2004 - May 2006 · 1 yr 5 mos
J.P. Morgan Securities INC.Broker
December 2003 - January 2005 · 1 yr 1 mo
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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