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Gevin R
Series 66, Series 63
New Providence, NJ
J.P. Morgan Securities
Gevin Robertson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase & Co. since 2017. Prior to that, he had roles at Northwestern Mutual, Stop and Shop Co., Demarest Farm, and William Paterson University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework, with services offered on a non-discretionary basis.
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