Robert Postlewaite

CRD 6491303 · J.P. Morgan Securities LLC · Marietta, OH

IA RegisteredBroker

Also appears in the source record as: Robert G Postlewaite III; Robert G Postlewaite; Robert Gordon Postlewaite III; Robert Gordon Postlewaite; Robert Postlewaite III

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (24): Alabama · Arizona · Arkansas · California · Colorado · Florida · Illinois · Indiana · Kentucky · Maine · Massachusetts · Michigan · Minnesota · Montana · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · West Virginia
Years in the industry (source record): 5
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 (6)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Marietta, OH · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Marietta, OH · BC capacity

start not retrieved → present
Pnc Investments
Pittsburgh, PA · IA capacity

Oct 21, 2020 → Sep 20, 2021
Pnc Investments
Pittsburgh, PA · BC capacity

Oct 21, 2020 → Sep 20, 2021
Edward Jones
Athens, OH · IA capacity

Nov 6, 2018 → Oct 24, 2019
Edward Jones
Athens, OH · BC capacity

Oct 11, 2018 → Oct 24, 2019

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6491303 ↗ FINRA BrokerCheck record for CRD 6491303 ↗ 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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.