JB
JB
John Burkhardt
38 Years of Experience
Severna Park, MD
1 DisclosureBroker
John Burkhardt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Severna Park, MD, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
645 Balitmore Annapolis Blvd., Suite E-36, Severna Park, MD, 21146
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2020Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.
June 2007 - Present · 19 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2007 - Present · 19 yrs 1 mo
Previous Registrations
Raymond James Financial Services
June 2007 - January 2009 · 1 yr 7 mos
Citigroup Global Markets INC.
March 2000 - June 2007 · 7 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2000 - June 2007 · 7 yrs 3 mos
Prudential Securities IncorporatedBroker
July 1997 - March 2000 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
April 1987 - July 1997 · 10 yrs 3 mos
State Registrations17 states
CACODEFLIAILMAMDMENCNHNMNYPASCVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.