Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
33yrs
Robert Mason
Financial advisor at J.P. Morgan Securities
Robert Mason has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Boston, Massachusetts. Robert joined J.P. Morgan Securities in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 3% by experience at J.P. Morgan Securities
Office50 Rowes Wharf 4th Floor, Boston, MA 02110
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
- 2002 – 2008J.P. Morgan Securities LLCPreviously
Contact Robert
Local office(617) 223-4645Ask for Robert. (800) 999-2000Main office · New York, NY 50 Rowes Wharf 4th FloorBoston, MA 02110Office · 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
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About Robert
How do I contact Robert?
Call Robert’s local office at (617) 223-4645 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Robert Mason.
How long has Robert been a financial advisor?
Robert has been in the industry since 1993, about 33 years. Top 3% 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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