UBS Financial Services
47yrs
Top advisor by experience in Plano
1yr
Robert Harmon is a fiduciary financial advisor in Plano, Texas, with 1 year in the industry. Robert joined J.P. Morgan Securities in 2026, after a year at Charles Schwab & CO. and less than a year at Fisher Investments. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office8181 Communications Parkway, Building A, Floor 04, Plano, TX 75024
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.
Career
- Sep 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Jan 2026 – Sep 2026Charles Schwab & CO., Inc.Previously
- Apr 2025 – Sep 2025Fisher InvestmentsPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Harmon. Robert works from the Plano, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2025, about 1 years. 1 years in the industry.
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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