Jamar A. Burton
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
LONG BEACH, CA
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CRD#: 4416112
Professional summary
Jamar Antwan Burton, CFP®, who also goes by Jamar A Burton, Jamar Antwan Burton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Long Beach, California and FIDELITY BROKERAGE SERVICES LLC located in Seal Beach, California.
Jamar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jamar has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I have the privilege of advising multi-generational families through the co-creation of personalized wealth plans designed to grow, preserve and transfer their wealth.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Income Management
Estate Planning
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Jamar A Burton | Jamar Antwan Burton
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jamar Antwan Burton'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: 2019
Education
University of Missouri
Bachelor of Business Administration - Finance and Banking
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 12201 Seal Beach Blvd, Seal Beach, CA 90740RIA
CRD#: 104555
LONG BEACH, CA
Current
May 8, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 12201 Seal Beach Blvd, Seal Beach, CA 90740-2634BD
CRD#: 7784
Seal Beach, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SEAL BEACH, CA
Past
November 16, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SEAL BEACH, CA
Past
April 25, 2008 - February 11, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LONG BEACH, CA
Past
March 10, 2008 - February 11, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LONG BEACH, CA
Past
April 17, 2006 - February 15, 2008
OSAIC WEALTH, INC.
BD
CRD#: 23131
ORANGE, CA
Past
November 12, 2003 - March 9, 2006
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Alabama(6/21/2022)
RR
Alaska(6/21/2022)
RR
Arizona(1/15/2013)
RR
Arkansas(6/21/2022)
RR
California(5/8/2009)
IAR
California(3/31/2025)
RR
Colorado(6/21/2022)
RR
Connecticut(6/21/2022)
RR
Delaware(6/21/2022)
RR
District of Columbia(6/21/2022)
RR
Florida(8/13/2021)
RR
Georgia(5/6/2022)
RR
Hawaii(6/21/2022)
RR
Idaho(1/7/2021)
RR
Illinois(6/21/2022)
RR
Indiana(6/21/2022)
RR
Iowa(6/21/2022)
RR
Kansas(6/21/2022)
RR
Kentucky(6/21/2022)
RR
Louisiana(8/8/2020)
RR
Maine(6/21/2022)
RR
Maryland(6/21/2022)
RR
Massachusetts(8/8/2020)
RR
Michigan(6/21/2022)
RR
Minnesota(10/1/2019)
RR
Mississippi(1/14/2022)
RR
Missouri(8/8/2020)
RR
Montana(6/21/2022)
RR
Nebraska(6/21/2022)
RR
Nevada(6/21/2022)
RR
New Hampshire(6/21/2022)
RR
New Jersey(6/21/2022)
RR
New Mexico(8/13/2021)
RR
New York(10/2/2019)
RR
North Carolina(11/16/2020)
RR
North Dakota(6/21/2022)
RR
Ohio(4/24/2020)
RR
Oklahoma(6/21/2022)
RR
Oregon(6/21/2022)
RR
Pennsylvania(6/21/2022)
RR
Puerto Rico(6/21/2022)
RR
Rhode Island(6/21/2022)
RR
South Carolina(6/21/2022)
RR
South Dakota(4/28/2020)
RR
Tennessee(10/8/2021)
RR
Texas(2/23/2021)
IAR
Texas(3/31/2025)
RR
Utah(6/21/2022)
RR
Vermont(6/21/2022)
RR
Virgin Islands(6/21/2022)
RR
Virginia(4/23/2020)
RR
Washington(6/21/2022)
RR
West Virginia(6/21/2022)
RR
Wisconsin(6/21/2022)
RR
Wyoming(6/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Long Beach, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
