Andrew BurnsAndrew Burns, CFP®, CPWA®, CRPC®Executive Director, Client Specialist
About Andrew
Andrew Burns is an Executive Director and Client Specialist at J.P. Morgan Wealth Management.
Based in San Francisco, Andrew collaborates closely with advisor teams to help uncover the crucial planning and investment opportunities aimed at helping clients effectively manage their wealth. He takes a holistic approach to assessing each client's needs and objectives, drawing on deep experience to help them address planning considerations related to investments, tax and risk awareness, estate considerations and retirement planning. His work emphasizes keeping clients' priorities front and center as they chart a course forward.
Andrew joined J.P. Morgan in 2025 after serving as an advisor to a large practice of high-net-worth clients at Charles Schwab in Menlo Park, California. During that time, he was responsible for deepening client relationships and supporting families through significant financial milestones, including liquidity events, retirement and multi-generational considerations. His experience working with Silicon Valley technology professionals, business owners and affluent families has shaped his perspective on concentrated positions, equity compensation, taxable estate planning considerations and private and alternative investment structures.
Andrew holds a B.S. in Managerial Economics from the University of California, Davis. Underscoring his commitment to being a valuable thought partner for clients, he went on to earn the CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor® and Chartered Retirement Planning CounselorSM designations.
Originally from San Diego, Andrew lives in San Francisco with his wife and their mini goldendoodle. In his free time, he enjoys travelling and is currently working towards his next educational milestone, a master's in taxation.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now