JB
John F. Burns
EXENCIAL WEALTH ADVISORS
Oklahoma City, OK 73131
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CRD#: 1538784
JB
Professional summary
John Forrest Burns JR, CFP® is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Oklahoma City, Oklahoma.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. John has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) BURNS WEALTH MANAGEMENT, INC. (OWNS GREATER THAN 60% CLASS A VOTING SHARES OF EXENCIAL WEALTH ADVISORS, LLC AND GREATER THAN 60% OF TOTAL PARTNERSHIP INTEREST); INVESTMENT-RELATED; 9108 N. Kelley Avenue, OKLAHOMA CITY, OK, 73131. TIME DEVOTED IS FULL-TIME IN CONJUCTION WITH OPERATIONS OF EXENCIAL WEALTH ADVISORS, LLC. (2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT, UNAFFILIATED INSURANCE COMPANIES; JOHN F. BURNS JR.-SOLE PROPRIETOR; NOT INVESTMENT-RELATED; 9108 N. Kelley Avenue, OKLAHOMA CITY, OK 73131; POSITION: OWNER; START DATE: 01/01/07; TIME DEVOTED 20 HRS OR LESS/YEARLY DEVOTED TO POSITION. (3) GB INVESTMENTS, LLC; NOT INVESTMENT-RELATED; 9108 N. Kelley Avenue, OKLAHOMA CITY, OK, 73131; COMMERCIAL OFFICE BUILDING; 50% MANAGING MEMBER; 50% OWNER SINCE INCEPTION DECEMBER 14, 2011; TIME DEVOTED IS APPROXIMATELY 1 HOUR PER MONTH. (4) JFB HOLDINGS, LLC; INVESTMENT-RELATED; 9108 N. Kelley Avenue, OKLAHOMA CITY, OK 73131; SINGLE MEMBER LLC WHICH OWNS MINORITY WORKING INTEREST IN VARIOUS OIL AND GAS WELLS; HOLDS/OWNS PUBLICLY TRADED SECURITIES AND BONDS; INVESTOR IN OIL AND GAS INTERESTS AND MINORITY PARTNERSHIP INTEREST IN OILFIELD SERVICE COMPANY (SWIFTWATER ENERGY SERVICES, LLC.) TIME DEVOTED IS APPROXIMATELY 1 HOUR PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view John Forrest Burns JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
February 9, 2004 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 9108 N. Kelley Avenue, Oklahoma City, OK 73131RIA
CRD#: 130475
Oklahoma City, OK
Past
January 22, 2002 - October 7, 2004
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
OKLAHOMA CITY, OK
Past
January 8, 2002 - March 10, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
OKLAHOMA CITY, OK
Past
March 21, 1996 - January 11, 2002
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
April 22, 1992 - March 12, 1996
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
August 18, 1986 - December 31, 1989
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
Past
August 18, 1986 - March 12, 1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
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".
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
Registered Investment Advisory firm - (2/9/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/3/2024)
IAR
Florida(6/15/2024)
IAR
North Carolina(12/19/2023)
IAR
Oklahoma(2/9/2004)
IAR
Texas(2/9/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
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Contact information
Main Address
9108 N. Kelley Avenue, Oklahoma City, OK 73131
Mailing Address
Phone number
(405) 478-1971
Established
Firm type
Fiscal year end
# of Employees
117
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
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.
