John G. Murray

ROBERTSON STEPHENS

Ketchum, ID 83340

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CRD#: 1236207

Professional summary

John George Murray is a registered financial advisor currently at ROBERTSON STEPHENS located in Ketchum, Idaho and ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in Ketchum, Idaho.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. John has worked at 12 firms and has passed the Series 66, Series 65, Series 63, Series 79TO, SIE, Series 3, Series 7, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Robertson Stephens Holdings, LLC, Not investment-related, 455 Market Street, Ste 1450, SF, CA 94105, Holding Company, board observer; Nov 2018, 2, 0, board observer. 2.) Robertson Stephens Wealth Management, LLC, Yes investment-related, 455 Market Street Ste 1450, SF, CA 94105, affiliated RIA, Principal, Jan 2018, 161, 132, family office services. 3.) Robertson Stephens Capital Markets, LLC, Yes investment-related, 455 Market Street Ste 1450, SF, CA 94105, affiliated B/D, Principal, Jan 2018, 4.) MSCL House (men's second chance living); Not Investment-related; 400 South Main Street Unit 304B P.O. Box 2398, Hailey, Idaho 83333; Boad of Directors/Treasurer; Started July 2023; devotes 1 hr/month. 0 Hrs during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John George Murray's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 27, 2021 - Present

ROBERTSON STEPHENS

Office #1: 675 Sun Valley Road Suite G, Ketchum, ID 83340

RIA

CRD#: 289977

Ketchum, ID

Current

July 17, 2019 - Present

ROBERTSON STEPHENS CAPITAL MARKETS, LLC

Office #1: 675 Sun Valley Road Suite G, Ketchum, ID 83340

CRD#: 290635

Ketchum, ID

Past

November 29, 2016 - November 3, 2017

ROBERTSON STEPHENS SECURITIES

CRD#: 167704

SAN FRANCISCO, CA

Past

February 28, 2005 - June 12, 2014

HOULIHAN LOKEY ADVISORS, LLC

CRD#: 127835

SAN FRANCISCO, CA

Past

February 20, 2003 - February 28, 2005

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

MENLO PARK, CA

Past

January 13, 2001 - February 28, 2005

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

July 27, 1999 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

June 28, 1999 - July 20, 1999

DB ALEX. BROWN LLC

CRD#: 17790

Past

June 14, 1999 - June 28, 1999

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

July 28, 1998 - June 14, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

October 1, 1997 - June 2, 1998

BANCAMERICA SECURITIES, INC.

CRD#: 17977

SAN FRANCISCO, CA

Past

January 23, 1994 - October 1, 1997

ROBERTSON, STEPHENS & COMPANY LLC

CRD#: 7730

SAN FRANCISCO, CA

Past

November 2, 1993 - February 15, 1994

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

NEW YORK, NY

Past

April 15, 1993 - May 11, 1993

TEMPLETON FUNDS DISTRIBUTOR, INC.

CRD#: 3329

ST. PETERSBURG, FL

Past

January 20, 1992 - May 11, 1993

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

April 23, 1985 - August 29, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ROBERTSON STEPHENS

ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA

Registered Investment Advisory firm - (10/11/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/24/2021)

Connecticut
(3/7/2024)

Idaho
(9/24/2021)

IAR

Idaho
(9/27/2021)

New York
(9/24/2021)

Texas
(1/19/2022)

Washington
(9/24/2021)

Wyoming
(2/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2021

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/15/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 5/10/2019

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 11/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/8/1993

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/17/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/4/2012

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 6/16/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

ROBERTSON STEPHENS

ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA

Registered Investment Advisory firm - (10/11/2017 Approved)

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Contact information

Main Address

455 Market Street Ste. 1450, San Francisco, CA 94105-2442

Mailing Address

Phone number

(415) 500-6810

Established

Firm type

Fiscal year end

# of Employees

113

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROBERTSON STEPHENS ADV PART 2A BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts	7,419
AUM (Assets Under Management)	$ 7,139,384,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John G. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John George Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERTSON STEPHENS CAPITAL MARKETS, LLC

ROBERTSON STEPHENS SECURITIES

HOULIHAN LOKEY ADVISORS, LLC

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

DB ALEX. BROWN LLC

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

BANCAMERICA SECURITIES, INC.

ROBERTSON, STEPHENS & COMPANY LLC

MORGAN STANLEY DISTRIBUTION, INC.

TEMPLETON FUNDS DISTRIBUTOR, INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

DREXEL BURNHAM LAMBERT INCORPORATED

Primary Firm SEC Registration

ROBERTSON STEPHENS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2021

Series 65

Date: 5/15/1992

Series 63

Date: 4/3/1992

Series 79TO

Date: 5/10/2019

SIE

Date: 11/3/2017

Series 3

Date: 11/8/1993

Series 7

Date: 1/17/1992

Series 24

Date: 12/4/2012

Series 8

Date: 6/16/1997

FINRA

Current Firm

ROBERTSON STEPHENS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROBERTSON STEPHENS

TRUST BUT VERIFY

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