John Joseph Burke Jr
Professional Summary
John Joseph Burke JR, who also goes by Jack Burke Jr, John Joseph Burke, was a registered financial advisor. John was a previously registered financial professional and started their career in finance 1963 - 2019. John had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 5, Series 1, Series 4, Series 00 and Series 12 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jack Burke Jr, John Joseph Burke
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
63 years in the financial services industry
Current & Past Employments
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Current Firm
INVERNESS SECURITIES, LLC | TCG ADVISORS, LLC
Contact Information
Main Address
6060 Parkland Blvd Ste 200, Cleveland, OH 44124Mailing Address
6060 Parkland Blvd Ste 200, Cleveland, OH 44124Phone Number
(216) 839-5130Established
Ohio since 06/12/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (31 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 5 — Interest Rate Options Examination
Passed Oct 1981Series 1 — Registered Representative Examination
Passed Apr 1963Series 00 — General Securities Principal Examination
Passed Sep 1971Series 12 — NYSE Branch Manager Examination
Passed Sep 1968Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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