Morgan Stanley
47yrs
Top advisor by experience in New York
13yrs
Robert Hicks is a fiduciary financial advisor in New York, New York, with 13 years in the industry. After two years at Wells Fargo Advisors and a year at Truvvo Partners, Robert joined J.P. Morgan Securities in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 62% of advisors at J.P. Morgan Securities
Office390 Madison Ave, New York, NY 10017
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
- May 2016 – Mar 2018Wells Fargo Clearing Services, LLCPreviously
- Apr 2015 – Apr 2016Truvvo Partners LLCPreviously
Contact Robert
(800) 999-2000J.P. Morgan Securities main office 390 Madison AveNew York, NY 10017Office · 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 Hicks. Robert works from the New York, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2013, about 13 years. More experience than 62% 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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