JB
CFP
JB
CFP
Jonathan Burns
16 Years of Experience
Madison, WI
2 DisclosuresBroker
Jonathan Burns is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, WI, with 16 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
Loading...
Location
311 W Washington Ave, Madison, WI, 53703
Get directionsHistory
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
January 2019Withdrawn
Customer Dispute
July 2012Denied
Other Business Activities
Jonathan is an associate/employee at Tactical Financial Group, where he meets with and services clients. This takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2017 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - September 2017 · 6 mos
MML Investors Services, LLC
March 2017 - September 2017 · 6 mos
Msi Financial Services, INC.
April 2010 - March 2017 · 6 yrs 11 mos
Msi Financial Services, INC.Broker
July 2009 - March 2017 · 7 yrs 8 mos
State Registrations14 states
AZCACODCFLIAILINMIMNNYTXVAWI
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.