Jon Robert Burke
Professional Summary
Jon Robert Burke is a registered financial advisor currently at BSG SECURITIES, LLC located in Atlanta, Georgia. Jon is registered as a RR (Registered Representative) and started their career in finance in 1973. Jon has worked at 9 firms and has passed the Series 7TO, Series 79TO, SIE, Series 1 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
52 years in the financial services industry
Current & Past Employments
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Current Firm
BSG SECURITIES, LLC
Contact Information
Main Address
1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339Mailing Address
1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339Phone Number
(404) 844-4226Established
Georgia since 10/15/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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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 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 1 — Registered Representative Examination
Passed Dec 1973Series 40 — Registered Principal Examination
Passed Feb 1974SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jon Robert Burke's CRS (Customer Relationship Summary).
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