Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Burton is an active registered investment advisor with over 40 years of experience. He is currently associated with Janney Montgomery Scott LLC. James Edward Burton has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., and Prudential-Bache Securities Inc. James Edward Burton has passed exams for Series 4, Series 6, Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65. He is currently registered with the state of California and New Jersey.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
08/24/2007 - Present
Janney Montgomery Scott LLC (LINWOOD NJ)
NJ
03/08/2006 - 09/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)
NJ
04/03/1986 - 03/08/2006
ADVEST, INC. (NORTHFIELD NJ)
NA
12/22/1980 - 04/07/1986
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 01/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/27/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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