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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JB

John F. Burton

ABOVE & BEYOND INVESTMENTS
BLOOMINGTON, IN 47404
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

Current

June 10, 2015 - Present

ABOVE & BEYOND INVESTMENTS, LLC

Office #1: 5015 W State Road 46 Suite J, Bloomington, IN 47404
RIA
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/8/2015
Uniform Investment Adviser Law Examination

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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts207
AUM (Assets Under Management)$ 13,783,336

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

ABOVE & BEYOND INVESTMENTS, LLC

CRD#: 227786Bloomington, IN 47404

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