Robert Stafford
Robert Stafford is a registered investment advisor at J.P. Morgan Securities LLC, based in Casselberry, FL, with 10 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1395 Semoran Blvd., 2nd Floor, Casselberry, FL, 32707
Get directionsHistory
Regulatory History (1)
Criminal
February 1997Other Business Activities
Robert operates under MEMBERS Financial Services, a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
AXA Advisors, LLCBroker
State Registrations6 states
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
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