Unclaimed Profile

Robert Lynn Young

J.P. MORGAN INVESTMENT MANAGEMENT INC.·NEW YORK, New York

Series 27, Series 65Clean recordJ.P. MORGAN INVESTMENT MANAGEMENT INC.

270 PARK AVENUE, NEW YORK, NY 10017-2014CRD# 2883922Firm CRD# 107038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Lynn Young · NEW YORK, NY

Registration

CRD #2883922 · J.P. MORGAN INVESTMENT MANAGEMENT INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 27

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.P. MORGAN INVESTMENT MANAGEMENT INC.

CRD 107038 · SEC 801-21011

AUM

$2549.1B

Regulatory assets under management

Employees

3,167

92,898 client accounts

Services offered by J.P. MORGAN INVESTMENT MANAGEMENT INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at J.P. MORGAN INVESTMENT MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Robert Lynn Young offer?

Robert Lynn Young specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Robert Lynn Young's credentials?

Robert Lynn Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Lynn Young located?

Robert Lynn Young is based in NEW YORK, New York, working with J.P. MORGAN INVESTMENT MANAGEMENT INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Robert Lynn Young charge for services?

Robert Lynn Young's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J.P. MORGAN INVESTMENT MANAGEMENT INC.?

J.P. MORGAN INVESTMENT MANAGEMENT INC. has approximately 3167 employees and manages $2549.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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