Kelley Investments
42yrs
Top advisor by experience in Del Mar
2yrs
Douglas Robichaud
Financial advisor at J.p. Morgan Securities
Douglas Robichaud has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Del Mar, California. Douglas has been with J.p. Morgan Securities since 2026; before that, Douglas spent two years at Edward Jones. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 85 advisors with offices in Del Mar, and one of 83 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2770 VIA DE LA Valle Ln, Del Mar, CA 92014
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowJ.p. Morgan Securities LLCCurrent firm
- Nov 2024 – Sep 2026Edward JonesPreviously
Questions to ask Douglas
Tailored to Douglas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Douglas
How do I contact Douglas?
Call J.p. Morgan Securities at 800-999-2000 and ask for Douglas Robichaud. Douglas works from the Del Mar, CA office.
How long has Douglas been a financial advisor?
Douglas has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Douglas hold?
Series 66. Tap any license on this page to see what it allows.
Is Douglas a fiduciary?
Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Douglas paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Douglas for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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