J.p. Morgan Securities LLC

J.p. Morgan Securities LLC (CRD# 79) is a financial advisory firm headquartered in New York, NY. They manage $229,724,761,175 in 856,594 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    229,725
    MILLION
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at J.p. Morgan Securities LLC
Showing 1 - 10 of 7,440 top financial advisors.
1
Robert Burns
CRD#: 1690782
3825 Pga Blvd, 9th Floor, Palm Beach Gardens, FL 33410

Robert Burns is an Executive Director, Wealth Partner, and Portfolio Manager1 with J.P. Morgan. As a principal of the Burns Nevins Wealth Management Group, 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 an 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 has earned many highly-recognized industry designations, which attest to his comprehensive, education and financial services background.

  • Certified Financial PlannerTM (CFP)
  • Chartered Financial Consultant® (ChFC)
  • Certified Private Wealth Advisor® (CPWA)

In an ongoing effort to remain 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, 2020 and 2021.2

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.

2
Arica Savannah
CRD#: 4211653
9409 Garland Road, Dallas, TX 75218

Arica Savannah (CRD# 4211653) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 21 years of experience in the finance industry. Arica Savannah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeanna Mieren L. Abaca
CRD#: 6436430
560 Mission Street, 24th Floor, San Francisco, CA 94105

Jeanna Mieren Abaca (CRD# 6436430) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

4
Arturo Abarca
CRD#: 5751555
1800 S. Naperville Road, Wheaton, IL 60189

Arturo Abarca (CRD# 5751555) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wheaton, IL and has over 12 years of experience in the finance industry.

5
Karolina Y. Abargil Koziec
CRD#: 5710119
17107 Ventura Blvd, Encino, CA 91316

Karolina Abargil Koziec (CRD# 5710119) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Encino, CA and has over 5 years of experience in the finance industry.

6
Oreste A. Abbamonte
CRD#: 4896689
2469 Hempstead Tpke, East Meadow, NY 11554

Oreste Abbamonte (CRD# 4896689) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 17 years of experience in the finance industry.

7
Charles M. Abbott
CRD#: 6678578
8181 Communications Pkwy Bldg A, Floor 04, Plano, TX 75024

Charles Abbott (CRD# 6678578) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 5 years of experience in the finance industry.

8
David W. Abernathy
CRD#: 5460782
8111 Preston Road, Dallas, TX 75225

David Abernathy (CRD# 5460782) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 14 years of experience in the finance industry.

9
Stefan M. Abhiram
CRD#: 5619901
14400 Memorial Drive, Houston, TX 77079

Stefan Abhiram (CRD# 5619901) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 13 years of experience in the finance industry.

10
Charbel Abi-Hassoun
CRD#: 6826987
390 Madison Ave, Floor 25, 26, 28, New York, NY 10017

Charbel Abi-Hassoun (CRD# 6826987) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 3 years of experience in the finance industry.

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