James T. Burns
Professional summary
James Taylor Burns, CFP®, who also goes by Jim Burns, James Burns, is a registered financial advisor currently at ONTRACK WEALTH MANAGEMENT located in Plymouth, Michigan.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Taylor Burns's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
November 16, 2020 - Present
ONTRACK WEALTH MANAGEMENT
Office #1: 12002 N Canton Center Rd, Plymouth, MI 48170January 29, 2019 - October 13, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 4, 2018 - October 13, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 23, 2014 - November 14, 2018
VINTAGE FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/16/2020)
(2/26/2025)
Exams
Series 7TO
Date: 1/29/2019
General Securities Representative ExaminationCurrent Firm
ONTRACK WEALTH MANAGEMENT
CRD#: 311374 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 296 |
| AUM (Assets Under Management) | $ 80,515,365 |
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
ONTRACK WEALTH MANAGEMENT
CRD#: 311374Plymouth, MI 48170TRUST BUT VERIFY
Monitor James Burns
Get automatic monthly alerts on:
