Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
38yrs
Robert Burns
Financial advisor at J.P. Morgan Securities
Robert Burns is a fiduciary financial advisor in Palm Beach Gardens, Florida, with 38 years in the industry. After nine years at Merrill and nine years at Wells Fargo Advisors, Robert joined J.P. Morgan Securities in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Robert’s designations include CFP® and ChFC.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 1% by experience at J.P. Morgan Securities
Office3825 Pga Blvd 8th And 9th Floor, Palm Beach Gardens, FL 33410
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
- 2009 – 2018MerrillPreviously
- 1999 – 2009Wells Fargo Clearing Services, LLCPreviously
Contact Robert
(800) 999-2000Firm headquarters in New York, NY. Ask for Robert. 3825 Pga Blvd 8th And 9th FloorPalm Beach Gardens, FL 33410Office · Get directions Firm websitewealthpartners.jpmorgan.com
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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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Robert Burns. Robert works from the Palm Beach Gardens, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1989, about 38 years. Top 1% by experience at J.P. Morgan Securities.
What licenses does Robert hold?
Series 63, Series 65. 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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