Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
4yrs
Based in Columbus, Ohio, Robert Cross is a fiduciary financial advisor with 4 years of industry experience. Robert has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office3401 Morse Crossing, Floor 01, Columbus, OH 43219
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- Sep 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Robert
How do I contact Robert?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Robert Cross. Robert works from the Columbus, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Robert hold?
Series 63, 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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