UBS Financial Services
47yrs
Top 1% by experience in Atlanta
New
Theodore Roberts
Financial advisor at J.p. Morgan Securities
Theodore Roberts is a fiduciary financial advisor in Atlanta, Georgia, registered since Aug 2026. Theodore joined J.p. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 4533 advisors with offices in Atlanta, and one of 4078 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office3424 Peachtree Rd NE Floor 24, Atlanta, GA 30326
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.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Theodore
Tailored to Theodore’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Theodore
How do I contact Theodore?
Call J.p. Morgan Securities at 800-999-2000 and ask for Theodore Roberts. Theodore works from the Atlanta, GA office.
How long has Theodore been a financial advisor?
Theodore is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Theodore hold?
Series 66. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Theodore 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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