Robert Burns
Investment adviser representative at J.P. Morgan Securities LLC
17 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$429.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wand Synthesis Ai, Inc.Apr 2024 to now
- J.P. Morgan Securities LLCSep 2018 to now
- JPMorgan Chase Bank, N.A.Sep 2018 to now
- JPMorgan Securities, LLC.Sep 2018 to now
- Burns Re Holdings I LLCAug 2012 to now
- Burns Re Holdings Ii LLCAug 2012 to now
- Bank of America,NAApr 2009 to Sep 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2009 to Sep 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1690782
- Firm CRD
- 79