Robert Burns
Also appears in the source record as: Robert Michael Burns Jr
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (8)
- SIESeries 7Series 9Series 10Series 24Series 8Series 65Series 63
- Registered states (44)
- Alabama · Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 37
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (11)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedPalm Beach Gardens, FL · IA capacityApr 28, 2009 → Sep 21, 2018
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedPalm Beach Gardens, FL · BC capacityApr 17, 2009 → Sep 21, 2018
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Wachovia Securities, LLCPalm Beach Gardens, FL · IA capacityNov 5, 1999 → Apr 17, 2009
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Wachovia Securities, LLCPalm Beach Gardens, FL · BC capacityOct 1, 1999 → Apr 17, 2009
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First Union Capital Markets Corp.Charlotte, NC · BC capacitySep 29, 1999 → Oct 1, 1999
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Olde Discount CorporationDetroit, MI · BC capacityJan 27, 1993 → Sep 24, 1999
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Securities America, Inc.Lavista, NE · BC capacityMay 13, 1992 → Jan 20, 1993
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Paragon Capital CorporationEast Hanover, NJ · BC capacityAug 28, 1989 → May 15, 1992
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Huberman Securities Corp.BC capacityNov 8, 1988 → Sep 1, 1989
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.