Matthew J. Burnham

JOURNEY WEALTH MANAGEMENT

Akron, OH 44333

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CRD#: 5586452

Professional summary

Matthew J Burnham, who also goes by Matthew James Burnham, is a registered financial advisor currently at JOURNEY WEALTH MANAGEMENT located in Akron, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew James Burnham

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.

1. AUXIN GROUP WEALTH MANAGEMENT, LLC, INVESTMENT RELATED , ADDRESS: 2923 SMITH RD., SUITE 202, AKRON, OH 44333, RIA, POSITION: MANAGING PARTNER, START DATE: 06/12/2015, 240 HOURS DEVOTED A MONTH, 140 HOURS DEVOTED A MONTH, DUTIES: MANAGING PARTNER, FINANCIAL ADVISOR, CCO, RETIREMENT PLANNING, INVESTMENT MANAGEMENT, RESEARCH. 2. Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 09/2015. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew J Burnham's CRS (Customer Relationship Summary).

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

July 7, 2025 - Present

JOURNEY WEALTH MANAGEMENT

Office #1: 2923 Smith Road Suite 202, Akron, OH 44333

RIA

CRD#: 298904

Akron, OH

Past

September 16, 2015 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Akron, OH

Past

June 12, 2015 - September 4, 2025

AUXIN GROUP WEALTH MANAGEMENT, LLC

RIA

CRD#: 226599

AKRON, OH

Past

September 27, 2010 - June 23, 2015

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AKRON, OH

Past

September 24, 2010 - June 23, 2015

UBS FINANCIAL SERVICES INC.

CRD#: 8174

AKRON, OH

Past

January 28, 2009 - September 27, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BATH, OH

Past

November 12, 2008 - September 27, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BATH, OH

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".

JOURNEY WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 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.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/23/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/11/2008

General Securities Representative Examination

Current Firm

JOURNEY WEALTH MANAGEMENT

FSM WEALTH | JOURNEY WEALTH MANAGEMENT | JOURNEY WEALTH | JOURNEY | FSM WEALTH ADVISORS, LLC

CRD#: 298904 / SEC#: 801-114180

RIA

Registered Investment Advisory firm - (10/24/2018 Approved)

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Contact information

Main Address

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122

Mailing Address

Phone number

(216) 468-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 03 FSM JOURNEY ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	545
AUM (Assets Under Management)	$ 940,749,181

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/18/2025	Cover Page	Report
10/03/2024	Cover Page	Report
09/21/2023	Cover Page	Report
10/24/2022	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.

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Advisor Monitoring

Firm Stability Insights

Matthew J. Burnham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew J Burnham's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AUXIN GROUP WEALTH MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

JOURNEY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2009

SIE

Date: 10/1/2018

Series 7

Date: 11/11/2008

Current Firm

JOURNEY WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOURNEY WEALTH MANAGEMENT

TRUST BUT VERIFY

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