JB
Jonathan T. Burns
BCA PRIVATE WEALTH
Greenville, SC 29607
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CRD#: 7829618
JB
Professional summary
Jonathan Thomas Burns is a registered financial advisor currently at BCA PRIVATE WEALTH, INC. located in Greenville, South Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jonathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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 AGENT- INVESTMENT RELATED-GREENVILLE, SC, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Thomas Burns'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
August 19, 2024 - Present
BCA PRIVATE WEALTH, INC.
Office #1: 15 Halton Green Way, Greenville, SC 29607RIA
CRD#: 140913
Greenville, SC
Past
April 4, 2024 - June 17, 2024
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
GREENVILLE, SC
Past
March 28, 2024 - June 17, 2024
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
GREENVILLE, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BCA PRIVATE WEALTH, INC.
BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.
CRD#: 140913 / SEC#: 801-120268
RIA
Registered Investment Advisory firm - (2/5/2021 Approved)North Carolina
Registered Investment Advisory firm - (2/10/2021 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2021 Terminated)Texas
Registered Investment Advisory firm - (2/9/2021 Terminated)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
South Carolina(8/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BP
BCA PRIVATE WEALTH, INC.
BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.
CRD#: 140913 / SEC#: 801-120268
RIA
Registered Investment Advisory firm - (2/5/2021 Approved)North Carolina
Registered Investment Advisory firm - (2/10/2021 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2021 Terminated)Texas
Registered Investment Advisory firm - (2/9/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15 Halton Green Way, Greenville, SC 29607
Mailing Address
Phone number
(864) 322-6046
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,267 |
| AUM (Assets Under Management) | $ 262,273,904 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BCA PRIVATE WEALTH, INC.
CRD#: 140913Greenville, SC 29607TRUST BUT VERIFY
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