Jennifer M. Burke

RADIX WEALTH

SCOTTSDALE, AZ 85254

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CRD#: 6341309

Professional summary

Jennifer Marie Burke is a registered financial advisor currently at RADIX WEALTH located in Scottsdale, Arizona.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jennifer has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Insurance producer with various insurance companies & agencies. Investment related. Owner of Kierland Insurance Services, LLC, Scottland, AZ, a licensed insurance agency, since April 2024. Position: Insurance Producer Start date (month/year): 07/2021 Hours per month & how many are during trading hours: 5 hours, both during and after market hours Duties: Insurance producer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Marie Burke's 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

October 27, 2023 - Present

RADIX WEALTH

Office #1: 16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254

RIA

CRD#: 328329

SCOTTSDALE, AZ

Past

July 15, 2021 - September 19, 2023

THE BOYLE GROUP WEALTH MANAGEMENT

RIA

CRD#: 277103

SEATTLE, WA

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

Alaska
(12/11/2023)

IAR

Arizona
(10/27/2023)

IAR

Washington
(3/7/2024)

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 65

Date: 7/15/2021

Uniform Investment Adviser Law Examination

Current Firm

RADIX WEALTH

RADIX WEALTH | RADIX WEALTH LLC

CRD#: 328329 / SEC#:

Alaska

Registered Investment Advisory firm - (12/5/2023 Approved)

Arizona

Registered Investment Advisory firm - (10/27/2023 Approved)

Washington

Registered Investment Advisory firm - (3/7/2024 Approved)

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Contact information

Main Address

16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254

Mailing Address

Phone number

(602) 837-4014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 61,979,682

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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Jennifer M. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Marie Burke's CRS (Customer Relationship Summary).

Certified licenses

Experience

RADIX WEALTH

THE BOYLE GROUP WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2021

Current Firm

RADIX WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RADIX WEALTH

TRUST BUT VERIFY

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