Jonathan D. Burke

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CRD#: 1521642

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Drew Burke, who also goes by Drew Burke, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1986. Jonathan had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Drew Burke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM EMPLOYED BY SWEETENER SUPPLY CORPORATION. THIS IS NOT AN INVESTMENT RELATED BUSINESS. MY POSITION IS IN THE FINANCE DEPARTMENT AND MY DUTIES RELATE TO FINANCIAL ANALYSIS. I DEVOTE 120 HOURS PER MONTH TO THIS EMPLOYMENT AND THAT INCLUDES 60 HOURS DURING REGULAR MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 8, 2008 - January 4, 2023

GAME PLAN FINANCIAL ADVISORS, LLC

RIA

CRD#: 147608

WESTLAKE, OH, OH

Past

June 12, 2003 - December 31, 2006

CENTURY HILL ADVISORS LLC

RIA

CRD#: 111834

NOVELTY, OH

Past

November 19, 1998 - September 19, 2000

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

June 30, 1994 - November 10, 1998

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

July 16, 1990 - July 11, 1994

FINANCIAL SQUARE PARTNERS

CRD#: 1541

NEW YORK, NY

Past

July 7, 1988 - July 23, 1990

LAIDLAW GLOBAL SECURITIES, INC.

CRD#: 19018

NEW YORK, NY

Past

July 23, 1986 - June 22, 1988

KUHNS BROTHERS & LAIDLAW, INC.

CRD#: 1481

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GAME PLAN FINANCIAL ADVISORS, LLC

BECKMAN, NOREHAD, & BURKE WEALTH MANAGEMENT GROUP | GAME PLAN FINANCIAL ADVISORS, LLC | GAME PLAN FINANCIAL ADVISORS

CRD#: 147608 / SEC#: 801-112290

RIA

Registered Investment Advisory firm - (1/31/2018 Approved)

Illinois

Registered Investment Advisory firm - (1/26/2012 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/12/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/1986

General Securities Representative Examination

Current Firm

GAME PLAN FINANCIAL ADVISORS, LLC

BECKMAN, NOREHAD, & BURKE WEALTH MANAGEMENT GROUP | GAME PLAN FINANCIAL ADVISORS, LLC | GAME PLAN FINANCIAL ADVISORS

CRD#: 147608 / SEC#: 801-112290

RIA

Registered Investment Advisory firm - (1/31/2018 Approved)

Illinois

Registered Investment Advisory firm - (1/26/2012 Terminated)

Ohio

Registered Investment Advisory firm - (3/27/2018 Terminated)

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Contact information

Main Address

26600 Detroit Road Suite 270, Westlake, Oh, OH 44145

Mailing Address

Phone number

(440) 209-6480

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE - GAME PLAN FINANCIAL ADVISORS, LLC (3/3/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 224,659,054

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathan D. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CENTURY HILL ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

KEYBANC CAPITAL MARKETS INC.

FINANCIAL SQUARE PARTNERS

LAIDLAW GLOBAL SECURITIES, INC.

KUHNS BROTHERS & LAIDLAW, INC.

Primary Firm SEC Registration

GAME PLAN FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/2003

Series 63

Date: 8/19/1986

Series 7

Date: 7/19/1986

Current Firm

GAME PLAN FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GAME PLAN FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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