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JB

Jason W. Burningham

LRB PUBLIC FINANCE ADVISORS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 2285169
JB

Professional summary


Jason Willey Burningham is a registered financial professional currently at LRB PUBLIC FINANCE ADVISORS, INC. located in Salt Lake City, Utah.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1993. Jason has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 50, Series 7, Series 54 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jason Willey Burningham'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®
None

Experience


Current

September 26, 1996 - Present

LRB PUBLIC FINANCE ADVISORS, INC.

Office #1: 41 N. Rio Grande, Suite 101, Salt Lake City, UT 84101Office #2: 41 N. Rio Grande Suite 101, Salt Lake City, UT 84101
BD
CRD#: 39119
Salt Lake City, UT
Past

September 15, 1993 - July 18, 1995

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/2/2024)
RR
California
(4/30/2024)
RR
Colorado
(1/21/2014)
RR
Hawaii
(4/30/2024)
RR
Idaho
(1/21/2014)
RR
Montana
(4/30/2024)
RR
Nevada
(1/21/2014)
RR
Oregon
(4/30/2024)
RR
Utah
(5/9/2002)
RR
Washington
(1/21/2014)
RR
Wyoming
(1/21/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 12/7/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LP
LRB PUBLIC FINANCE ADVISORS, INC.
LEWIS YOUNG INC. | LRB PUBLIC FINANCE ADVISORS, INC. | LEWIS YOUNG ROBERTSON & BURNINGHAM, INC.

CRD#: 39119 / SEC#: , 8-48547

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
41 N. Rio Grande, Suite 101, Salt Lake City, UT 84101
Mailing Address
41 N. Rio Grande, Suite 101, Salt Lake City, UT 84101
Phone number
(801) 596-0700
Established
Utah since 05/07/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BURNINGHAM, JASON WILLEYPRINCIPAL / CFO / CLO2285169
LEWIS, LAURA DANIELLEPRINCIPAL/ CEO / CCO1957238
ROBERTSON, DAVID MICHAELPRINCIPAL / COO4676290

Disclosures


Regulatory Event1

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.

Company Information


LRB PUBLIC FINANCE ADVISORS, INC.

CRD#: 39119Salt Lake City, UT 84101

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