Robert Burns

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
• 04/2009 → 09/2018
  Bank Of America,Na
  Palm Beach Gardens, FL
• 09/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 09/2018 → Present
  Jpmorgan Securities, Llc.
  Palm Beach Gardens, FL
• 08/2012 → Present
  Burns Re Holdings Ii Llc
  Jensen Beach, FL
• 08/2012 → Present
  Burns Re Holdings I Llc
  West Palm Beach, FL
• 10/2012 → 09/2020
  1016 S 1St St Llc
  Las Vegas, NV
• 04/2024 → Present
  Wand Synthesis Ai, Inc.
  Santa Clara, CA

Previous Registrations

• 2009-04-28 → 2018-09-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Jupiter, FL
  Palm Beach Gardens, FL
• 1999-11-05 → 2009-04-17
  Wells Fargo Clearing Services, Llc
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL

Other Businesses

Entity Name: Wand Synthesis AI, Inc. Investment related: No Address:Wand.ai Santa Clara, CA Nature of the other business: AI Position/ Title/ Relationship: Owner / Partner Start Date: Apr 29, 2024 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment Entity Name: Congruity Group, Inc. - RFE Investment related: No "Address: Winston-Salem, NC, 27101" Nature of the other business: Human Resources Position/Title/Relationship: Owner/Partner Start Date: 04/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: PEO - HR services and payroll. I will not have a role with the organization. RFE is the private equity firm offering this friends and family investment round." Entity Name: BURNS RE HOLDINGS I LLC Investment related: Yes Address: 840 West Palm Beach, FL Nature of the other business: Family owned LLC to hold rental property Position/Title/Relationship: Investor & Managing Member Start Date: 17-Aug-2012 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collecting rent and managing property Entity Name: BURNS RE HOLDINGS II LLC Investment related: Yes Address: 140 Jensen Beach, FL Nature of the other business: Family owned LLC to hold rental property Position/Title/Relationship: Investor & Managing Member Start Date: 17-Aug-2012 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collecting rent and managing property

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-20
• S63 Uniform Securities Agent State Law Examination
  1989-03-13

Other Names

• Robert Michael Burns