UBS Financial Services
47yrs
Top advisor by experience in Plano
42yrs
Robert Wilds
Financial advisor at J.p. Morgan Securities
Based in Plano, Texas, Robert Wilds is a fiduciary financial advisor with 42 years of industry experience. Robert joined J.p. Morgan Securities in 2012, after two years at Chase Investment Services. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 1% by experience at J.p. Morgan Securities
Office8181 Communications Parkway, Building A Floor 4, Plano, TX 75024
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.p. Morgan Securities LLCCurrent firm
- 2010 – 2012Chase Investment Services Corp.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call J.p. Morgan Securities at 800-999-2000 and ask for Robert Wilds. Robert works from the Plano, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1984, about 42 years. Top 1% by experience at J.p. Morgan Securities.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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