Ameriprise Financial Services
47yrs
Top advisor by experience in Grosse Pointe
28yrs
Based in Grosse Pointe, Michigan, Robert Thompson is a fiduciary financial advisor with 28 years of industry experience. Robert has been with J.P. Morgan Securities since 2014; before that, Robert spent four years at Charles Schwab & CO.. Robert holds the CFP® designation.
One of 54 advisors with offices in Grosse Pointe, and one of 52 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 6% by experience at J.P. Morgan Securities
Office685 St Clair St, Grosse Pointe, MI 48230
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®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowJ.P. Morgan Securities LLCCurrent firm
- 2010 – 2014Charles Schwab & CO., Inc.Previously
Contact Robert
(800) 999-2000Firm headquarters in New York, NY. Ask for Robert. 685 St Clair StGrosse Pointe, MI 48230Office · 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 J.P. Morgan Securities at (800) 999-2000 and ask for Robert Thompson. Robert works from the Grosse Pointe, MI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 6% 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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