JB
JB

Jon Burnett

28 Years of Experience
Amarillo, TX
Broker

Jon Burnett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Amarillo, TX, with 28 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2203 Bell Street, Suite 200, Amarillo, TX, 79106

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jon is the President and Officer of Burnett Financial Services and Jon Burnett Financial Services LLC, managing client accounts, sales, and business operations. He dedicates about half of his time to each of these businesses.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLC
February 2012 - May 2022 · 10 yrs 3 mos
LPL Financial LLCBroker
February 2012 - May 2022 · 10 yrs 3 mos
Primevest Financial Services, INC.Broker
December 2007 - February 2012 · 4 yrs 2 mos
Primevest Financial Services, INC.
December 2007 - February 2012 · 4 yrs 2 mos
Citigroup Global Markets INC.
May 2007 - December 2007 · 7 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2007 · 7 mos
Citicorp Investment Services
May 2005 - May 2007 · 2 yrs
Citicorp Investment ServicesBroker
May 2005 - May 2007 · 2 yrs
Essex National Securities, INC.
July 2004 - May 2005 · 10 mos
Essex National Securities, INC.Broker
February 1998 - May 2005 · 7 yrs 3 mos
State Registrations15 states
ARAZCACOFLKSKYMSNMOHOKORPATXUT
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.
Jon Burnett - Financial Advisor | TrueAdvisor