Osaic Wealth
46yrs
Top advisor by experience in Southlake
12yrs
John Robinson
Financial advisor at J.P. Morgan Securities
Based in Southlake, Texas, John Robinson is a fiduciary financial advisor with 12 years of industry experience. John joined J.P. Morgan Securities in 2022, after two years at American Beacon Advisors and less than a year at Fidelity Personal and Workplace Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 57% of advisors at J.P. Morgan Securities
Office2300 W Southlake Blvd, Southlake, TX 76092
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- 2020 – 2022American Beacon Advisors, Inc.Previously
- Jul 2018 – Nov 2018Fidelity Personal and Workplace AdvisorsPreviously
- Oct 2016 – Jul 2018Strategic Advisers LLCPreviously
- Feb 2015 – Oct 2015Edward JonesPreviously
Contact John
(800) 999-2000Firm headquarters in New York, NY. Ask for John. 2300 W Southlake BlvdSouthlake, TX 76092Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call J.P. Morgan Securities at (800) 999-2000 and ask for John Robinson. John works from the Southlake, TX office.
How long has John been a financial advisor?
John has been in the industry since 2015, about 12 years. More experience than 57% of advisors at J.P. Morgan Securities.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask John 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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