Claire Roberts Durand

CRD 3046363 · J.P. Morgan Securities LLC · El Segundo, CA

IA RegisteredBroker

Also appears in the source record as: Claire Durand; Claire Dale Roberts; Claire Roberts

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 6Series 24Series 65Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (14)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
El Segundo, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
El Segundo, CA · BC capacity

start not retrieved → present
J.P. Morgan Private Wealth Advisors LLC
Los Angeles, CA · IA capacity

Sep 28, 2022 → Mar 21, 2025
First Republic Securities Company, LLC
Los Angeles, CA · BC capacity

Sep 27, 2022 → Sep 29, 2023
Fidelity Personal And Workplace Advisors
Boston, MA · IA capacity

Jul 13, 2018 → Aug 30, 2022
Fidelity Brokerage Services LLC
Los Angeles, CA · BC capacity

Sep 22, 2017 → Aug 29, 2022
Strategic Advisers LLC
Los Angeles, CA · IA capacity

Oct 4, 2017 → Jul 13, 2018
Transamerica Financial Advisors, Inc
Los Angeles, CA · BC capacity

Dec 18, 2009 → Sep 1, 2016
Transamerica Financial Advisors, Inc.
Los Angeles, CA · IA capacity

Dec 10, 2009 → Sep 1, 2016
Usaa Financial Planning Services
Phoenix, AZ · IA capacity

Dec 3, 2003 → Dec 20, 2007
Usaa Financial Advisors, Inc.
Phoenix, AZ · BC capacity

Jan 7, 2004 → Dec 14, 2007
Usaa Investment Management Company
San Antonio, TX · IA capacity

Oct 16, 2001 → Dec 31, 2003
Usaa Investment Management Company
San Antonio, TX · BC capacity

Sep 24, 1999 → Dec 31, 2003
Fortis Investors, Inc.
Oakdale, MN · BC capacity

Jun 15, 1998 → Jul 27, 1999

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 3046363 ↗ FINRA BrokerCheck record for CRD 3046363 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.