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J Bradley Burdick

Kestra Investment Services, LLC

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About J Bradley Burdick

J Bradley Burdick is a financial advisor who has been working in the industry since 2002. J is currently registered with Kestra Investment Services, LLC and has been with the firm since 2020. J has previously held positions at Lincoln Financial Distributors, Inc., ING America Equities, Inc., Teachers Personal Investors Services, Inc., American Century Brokerage, Inc., and American Century Investment Services Inc.. J holds FINRA Series 6, 7, 63, and 6TO licenses as well as the SIE designation. J has been registered as an advisor in Colorado and Pennsylvania.

Firm Information

J Burdick is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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J Burdick’s Registration & Firm History

PA

07/30/2020 - Present

Kestra Investment Services, LLC (Warrington PA)

CT

09/11/2002 - 01/02/2015

LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)

PA

10/20/2000 - 04/30/2002

ING AMERICA EQUITIES, INC. (WEST CHESTER PA)

NY

04/25/2000 - 09/19/2000

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

MO

01/08/1998 - 04/04/2000

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

MO

07/26/1996 - 04/04/2000

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 05/25/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/02/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/25/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for J Bradley Burdick.
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