Member Directory
Robert M. Burns, CFP®, ChFC®, AEP®, CLU®, CPWA®, AIF®
Robert Burns, CFP®, ChFC®, CPWA®, AEP, CLU, CPWA, AIF
Managing Director
J.P. Morgan Wealth Management
3825 PGA Blvd., Floor 9
Palm Beach Gardens, FL 33410
robert.m.burns@jpmorgan.com
Robert Burns is an Managing Director, Wealth Partner and Portfolio Manager with J.P. Morgan. He works directly with affluent investors to help them address the complexities of significant wealth.
With over 30 years 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 a M.S. in Management from The American College. He also attained FINRA Series 7, 8, 24, 63, 65; Life, Health and Variable Annuity licenses. Bob is a Chartered Life Underwriter (CLU®) designee, which is a premier designation for insurance professionals and focuses on in-depth knowledge of insurance and estate planning.
As a dedicated student of wealth management, Bob earned many highly-recognized industry designations, which attest to his comprehensive, education and financial services background.
- Certified Financial Planner (CFP®)—One of the most respected designations in wealth management.
- Chartered Financial Consultant® (ChFC®)—Building on the extensive educational requirements of the CFP®, the ChFC® emphasizes broad, practical applications of financial planning.
- Certified Private Wealth Advisor® (CPWA®)—An advanced credential centered on the sophisticated needs of ultra-high-net worth investors.
In an ongoing effort to keep apprised of best practices and the latest technologies, Bob regularly attends executive education courses and symposia led by academic and industry thought leaders. As a testament to Bob’s commitment to excellence, he was named to the Forbes Best-in-State Wealth Advisors list for 2018 and 2020-23.
Bob is an active member of the Palm Beach County Estate Planning Council, serving on the board from 2005-14 and as president from 2012-13. He is also a long-standing member of the Financial Planning Association.
Drawing from experience and education, Bob serves as a knowledgeable, reliable resource for all important planning and wealth management decisions.
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