AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Jean Bernard J. Burckett St Laurent

Some features on this profile are disabled
CRD#: 4711250
JB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jean Bernard Joseph Roger Burckett St Laurent, who also goes by Jean Bernard Joseph Roger Burckett-st. Laurent, was a registered financial professional .

Jean Bernard is a previously registered financial professional and started their career in finance in 2003. Jean Bernard had worked at 8 firms and has passed the Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jean Bernard Joseph Roger Burckett-St. Laurent

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 9, 2020 - May 1, 2025

EXENCIAL WEALTH ADVISORS

RIA
CRD#: 130475
Huntersville, NC
Past

September 13, 2019 - July 10, 2020

WILLINGDON WEALTH MANAGEMENT LLC

RIA
CRD#: 129613
HUNTERSVILLE, NC
Past

January 31, 2011 - November 27, 2017

CUTLER GROUP, LLC

BD
CRD#: 31730
SAN FRANCISCO, CA
Past

September 9, 2009 - March 29, 2010

BLUEFIN CAPITAL MANAGEMENT, LLC

BD
CRD#: 113892
NEW YORK, NY
Past

May 11, 2007 - June 9, 2008

BLUEFIN CAPITAL MANAGEMENT, LLC

BD
CRD#: 113892
NEW YORK, NY
Past

May 11, 2007 - November 16, 2009

BLUEFIN SPECIALISTS L.L.C.

BD
CRD#: 138150
NEW YORK, NY
Past

October 6, 2006 - February 9, 2007

BLUEFIN CAPITAL MANAGEMENT, LLC

BD
CRD#: 113892
NEW YORK, NY
Past

January 13, 2005 - October 6, 2006

TORO TRADING LLC

BD
CRD#: 115872
RUMSON, NJ
Past

January 16, 2004 - June 2, 2005

B&B TRADING PARTNERS L.L.C.

BD
CRD#: 44711
NEW YORK, NY
Past

September 26, 2003 - November 12, 2004

GROUP ONE TRADING LLC

BD
CRD#: 37484
CHICAGO, IL

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/27/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/8/2009
General Securities Representative Examination

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
Registered Investment Advisory firm - (2/9/2004 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXENCIAL WEALTH ADVISOR ADV 2A 3-25-2025 (3/25/2025)
2024 AUDITED BALANCE SHEET (3/25/2025)

Regulatory assets under management

Total Number of Accounts9,357
AUM (Assets Under Management)$ 5,301,377,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report
08/27/2024
Cover Page
Report
11/20/2023
Cover Page
Report

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

EXENCIAL WEALTH ADVISORS

CRD#: 130475

TRUST BUT VERIFY

Monitor Jean Bernard Burckett St Laurent

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics