JB
JB

Janet Burke

37 Years of Experience
Orlando, FL
2 DisclosuresBrokerSells Insurance

Janet Burke is a registered investment advisor at Cetera Investment Advisers LLC, based in Orlando, FL, with 37 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

6052 Turkey Lake Rd Ste 101, Orlando, FL, 32819

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2019
Denied
Customer Dispute
October 2001
Settled
Other Business ActivitiesSells Insurance

Janet sells life, health, disability, fixed annuities, and long-term care insurance as an insurance agent, dedicating a few hours per week. She also operates under the DBA Sunrise Wealth Advisors as a financial professional, spending about a quarter of her time on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2023 - March 2024 · 11 mos
Ameriprise Financial Services, LLC
March 2005 - May 2023 · 18 yrs 2 mos
Ameriprise Financial Services, LLCBroker
January 2005 - May 2023 · 18 yrs 4 mos
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
Bluestone Capital CORP.Broker
June 1987 - October 2001 · 14 yrs 4 mos
Philips, Appel & Walden, INC.Broker
July 1986 - April 1987 · 9 mos
Vincent, Thomas & Associates, INC.Broker
January 1986 - June 1986 · 5 mos
De Laureal, Munroe Securities CorporationBroker
May 1985 - January 1986 · 8 mos
Cralin & CO., INC.Broker
October 1984 - April 1985 · 6 mos
State Registrations13 states
AKCAFLGANCNHNYOHPARISCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Janet Burke - Financial Advisor | TrueAdvisor