JB
JB

John Burke

26 Years of Experience
Windsor, CT
Broker

John Burke is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
7,672 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)

Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.

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Location

One Orange Way, Windsor, CT, 06095

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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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Employment History
Current Registrations
Voya Retirement Advisors, LLC
July 2023 - Present · 2 yrs 10 mos
Voya Financial Partners, LLC
June 2020 - Present · 5 yrs 11 mos
Voya Financial Partners, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Voya Financial Partners, LLC
June 2020 - July 2023 · 3 yrs 1 mo
Transamerica Retirement Advisors, LLC
November 2017 - May 2020 · 2 yrs 6 mos
Transamerica Investors Securities CorporationBroker
December 2015 - May 2020 · 4 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
June 2004 - November 2015 · 11 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
June 2004 - June 2006 · 2 yrs
Investors Capital CORP.Broker
January 2003 - May 2004 · 1 yr 4 mos
American Classic Securities, INC.Broker
August 2002 - October 2002 · 2 mos
Nationwide Investment Services CorporationBroker
April 2000 - October 2001 · 1 yr 6 mos
Nylife Securities INC.Broker
August 1998 - December 1999 · 1 yr 4 mos
State Registrations1 state
MD
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.
John Burke - Financial Advisor | TrueAdvisor