Christopher W. Winters
Professional summary
Christopher W. Winters, who also goes by Christopher William Winters, is a registered financial advisor currently at BURKE WEALTH MANAGEMENT, LLC located in Houston, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher W. Winters's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 6, 2024 - Present
BURKE WEALTH MANAGEMENT, LLC
Office #1: 12 Greenway Plaza Suite 1100, Houston, TX 77046March 22, 2024 - November 15, 2024
J.P. MORGAN SECURITIES LLC
April 15, 2019 - November 15, 2024
J.P. MORGAN SECURITIES 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
(11/6/2024)
Exams
Series 7TO
Date: 4/15/2019
General Securities Representative ExaminationCurrent Firm
BURKE WEALTH MANAGEMENT, LLC
CRD#: 305840 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 86,298,994 |
Red Flags
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