SEPTEMBER 2023 BAR BULLETIN SEPTEMBER 2023 | Page 14

Is there a better way to plan and invest ?

Burns Wealth Management Group

Robert Burns

CFP ® , ChFC ® , CPWA ®
Managing Director Wealth Partner Portfolio Manager
3825 PGA Blvd , Floor 9 , Palm Beach Gardens , Florida 33410 561.694.5666 robert . m . burns @ jpmorgan . com jpmorgan . com / burnswm
Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ® , CERTIFIED FINANCIAL PLANNER™ , CFP ® ( with plaque design ) and CFP ® ( with flame design ) in the U . S ., which it awards to individuals who successfully complete CFP Board ’ s initial and ongoing certification requirements . Chartered Financial Consultant ® (“ ChFC ® ”) are registered trademarks owned by The American College of Financial Services . Investments & Wealth Institute™ ( The Institute ) is the owner of the certification marks “ CPWA ,” and “ Certified Private Wealth Advisor .” CPWA , and / or Certified Private Wealth Advisor signifies that the user has successfully complete The Institute ’ s initial and ongoing credentialing requirements for investment management professionals and / or wealth advisors .
J . P . Morgan Wealth Management is a business of JPMorgan Chase & Co ., which offers investment products and services through J . P . Morgan Securities LLC ( JPMS ), a registered broker-dealer and investment adviser , member FINRA and SIPC . Insurance products are made available through Chase Insurance Agency , Inc . ( CIA ), a licensed insurance agency , doing business as Chase Insurance Agency Services , Inc . in Florida . Certain custody and other services are provided by JPMorgan Chase Bank , N . A . ( JPMCB ). JPMS , CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co . Products not available in all states .
INVESTMENT AND INSURANCE PRODUCTS :
• NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NO BANK GUARANTEE • MAY LOSE VALUE
© 2023 JPMorgan Chase & Co . All rights reserved .