Robert BurnsRobert Burns, CFP®, ChFC®, CPWA®, AIF®, CLU®Managing DirectorWealth Partner
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About Robert
Robert Burns is a Managing Director, Wealth Partner and Portfolio Manager1 at J.P. Morgan Wealth Management.
As the principal of Burns Wealth Management Group, he works directly with affluent investors to help them address the complexities and meaningful opportunities of significant wealth.
With over three decades of experience, Bob strives to be at the forefront of the financial services industry. During the course of his career, Bob has been a financial advisor at several leading firms. He also served as a branch manager, ran a private brokerage operation and was district leader for a New York Stock Exchange member firm. Bob joined J.P. Morgan in 2018 for the opportunity to pair his wealth management capabilities with the scope of an intimate, boutique office and the scale of America’s largest bank.
Bob earned a B.I.S. from Ferris State University and an M.S. in Management from The American College. He's a graduate of the Securities Industry Institute program at Wharton. He also attained FINRA Series 7, 8, 24, 63, 65; Life, Health and Variable Annuity licenses.
As a dedicated student of wealth management, Bob regularly attends executive education programs and symposia at top universities nationwide. To further underscore his extensive education and experience, Bob has earned several highly respected industry designations:
- Certified Financial Planner® (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Certified Private Wealth Advisor® (CPWA®)
- Chartered Life Underwriter® (CLU®)
- Accredited Investment Fiduciary® (AIF®)
He's an active member of the Palm Beach County Estate Planning Council, serving on the board from 2005-14 and president 2012-13. He is also a long-standing member of the Financial Planning Association.
Drawing from extensive experience and education, Bob serves as a knowledgeable, reliable resource for all important planning and wealth management decisions.
He grew up near Chicago and at a very young age began caddying, which led to a lifelong, unrewarding, mostly-humiliating golf obsession. Bob lives in Palm Beach Gardens with Trish, his lifetime (as long as she says) partner.
1The J.P. Morgan Wealth Management Portfolio Manager Program. All Wealth Advisors and Wealth Partners who apply for the Portfolio Manager designation undergo rigorous screening by one of the most experienced due diligence teams in the industry. To remain in the program, Portfolio Managers must continue to meet stringent criteria regarding their organizational structure, investment process and performance.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Chartered Financial Consultant® ("ChFC®") are registered trademarks owned by The American College of Financial Services.
Investments & 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.
The CLU® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
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