James P. Robertson
Professional summary
James Patrick Robertson JR., who also goes by James Robertson, Patrick Robertson Jr., is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Houston, Texas.
James is registered as a RR (Registered Representative) and started their career in finance in 2016. James has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view James Patrick Robertson JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 21, 2026 - Present
COREBRIDGE CAPITAL SERVICES, INC.
Office #1: 2929 Allen Parkway, Houston, TX 77019May 19, 2016 - March 15, 2024
COREBRIDGE CAPITAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 6
Passed: 5/19/2016
FINRA
Current Firm
COREBRIDGE CAPITAL SERVICES, INC.
CRD#: 13158 / SEC#: , 8-28733
Contact information
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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