Jonathan B Burkholder
Professional Summary
Jonathan B Burkholder, who also goes by Brent Burkholder, J. Brent Burkholder, is a registered financial advisor currently at N.I.S. FINANCIAL SERVICES, INC. located in Kansas City, Missouri. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2010. Jonathan has worked at 1 firm and has passed the Series 99TO, SIE, Series 6, Series 26 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brent Burkholder, J. Brent Burkholder
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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
15 years in the financial services industry
Current & Past Employments
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Current Firm
I.C.H. FINANCIAL SERVICES, INC. | N.I.S. FINANCIAL SERVICES, INC.
Contact Information
Main Address
333 W 11th Street Suite 200, Kansas City, MO 64105Mailing Address
P. O. Box 219103, Kansas City, MO 64121-9103Phone Number
(816) 842-8685Established
Missouri since 02/04/1970Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (30 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2010About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 2018About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jonathan B Burkholder's CRS (Customer Relationship Summary).
