Wealth Management Associates
46yrs
Top advisor by experience in Cherry Hill
15yrs
Robert Carrozza
Financial advisor at J.P. Morgan Securities
Robert Carrozza has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Cherry Hill, New Jersey. Robert has been with J.P. Morgan Securities since 2026; before that, Robert spent 15 years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 160 advisors with offices in Cherry Hill, and one of 145 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 68% of advisors at J.P. Morgan Securities
Office1906 Route 70 W, Floor 01, Cherry Hill, NJ 08002
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2011 – 2026MerrillPreviously
Contact Robert
(800) 999-2000Firm headquarters in New York, NY. Ask for Robert. 1906 Route 70 W, Floor 01Cherry Hill, NJ 08002Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Carrozza. Robert works from the Cherry Hill, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2011, about 15 years. More experience than 68% of advisors at J.P. Morgan Securities.
What licenses does Robert hold?
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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