Jamie C. Burton
Professional summary
Jamie Catherine Burton, who also goes by Jamie Catherine Burton Mrs., Jamie C Hanna, Jamie Catherine Hanna, is a registered financial advisor currently at FINANCIAL ENHANCEMENT GROUP located in Lafayette, Indiana.
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jamie has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Catherine Burton's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2018 - Present
FINANCIAL ENHANCEMENT GROUP
Office #1: 415 Columbia Street Suite 2000, Lafayette, IN 47902November 5, 2015 - June 16, 2017
FIRST ALLIED SECURITIES, INC.
September 15, 2015 - November 4, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
FINANCIAL ENHANCEMENT GROUP
CRD#: 159017 / SEC#: 801-72907
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/17/2018)
Exams
Current Firm
FINANCIAL ENHANCEMENT GROUP
CRD#: 159017 / SEC#: 801-72907
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,412 |
| AUM (Assets Under Management) | $ 831,506,691 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 10/22/2024 | ||
| 12/21/2023 | ||
| 03/23/2023 |
Red Flags
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