William Blair & Company
47yrs
Top advisor by experience in Illinois
44yrs
Robert Beyer
Financial advisor at J.P. Morgan Securities
Based in Chicago, Illinois, Robert Beyer is a fiduciary financial advisor with 44 years of industry experience. Robert joined J.P. Morgan Securities in 2023, after a year at Citigroup Global Markets. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience44 years (since 1983)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office10 S Dearborn St Floor 19, Chicago, IL 60603
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- Oct 2007 – Oct 2008J.P. Morgan Securities Inc.Previously
- Sep 2006 – Oct 2007Citigroup Global Markets Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call J.P. Morgan Securities at 800-999-2000 and ask for Robert Beyer. Robert works from the Chicago, IL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 44 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Robert hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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