JB
John F. Burton
ABOVE & BEYOND INVESTMENTS
BLOOMINGTON, IN 47404
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CRD#: 6501864
JB
Professional summary
John F Burton, who also goes by J F Burton, is a registered financial advisor currently at ABOVE & BEYOND INVESTMENTS, LLC located in Bloomington, Indiana.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J F Burton
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.
NAME OF THE OTHER BUSINESS: THE BURTON GROUP WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: BLOOMINGTON, IN NATURE OF THE OTHER BUSINESS: INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUTIES, TERM AND PERMANENT LIFE INSURANCE, LONG TERM CARE, DISABILITY AND MEDICARE SUPPLEMENT POLICIES POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: INSURANCE AGENT START DATE OF YOUR RELATIONSHIP: 01/2012 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 18 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 14 NAME OF THE OTHER BUSINESS: LIBERTY TAX SERVICE WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: BLOOMINGTON, IN NATURE OF THE OTHER BUSINESS: TAX PREP POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: OWNER/MANAGER START DATE OF YOUR RELATIONSHIP: 05/2004 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 8 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 6 DUTIES RELATING TO THE OTHER BUSINESS: OWNER NAME OF THE OTHER BUSINESS: Brookwood 79, LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: BLOOMINGTON, IN NATURE OF THE OTHER BUSINESS: Rental/Real Estate POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: Managing Member START DATE OF YOUR RELATIONSHIP: 05/2019 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 130 hrs/mo NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 30 hr/mo
CRS (Client Relationship Summary) - RIA
Click below to view John F Burton'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®
NoneExperience
Current
June 10, 2015 - Present
ABOVE & BEYOND INVESTMENTS, LLC
Office #1: 5015 W State Road 46 Suite J, Bloomington, IN 47404RIA
CRD#: 227786
BLOOMINGTON, IN
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
Indiana(6/10/2015)
IAR
Texas(9/4/2015)
Current Firm
A&
ABOVE & BEYOND INVESTMENTS, LLC
ABOVE & BEYOND INVESTMENTS, LLC
CRD#: 227786 / SEC#:
Indiana
Registered Investment Advisory firm - (6/10/2015 Approved)Texas
Registered Investment Advisory firm - (9/2/2015 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5015 W State Road 46 Suite J, Bloomington, IN 47404
Mailing Address
Phone number
(812) 334-4000
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 109 |
| AUM (Assets Under Management) | $ 10,883,045 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ABOVE & BEYOND INVESTMENTS, LLC
CRD#: 227786Bloomington, IN 47404TRUST BUT VERIFY
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