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James Patrick Burke

Payden & Rygel

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About James Patrick Burke

James Patrick Burke is a registered representative with Payden & Rygel. James Burke has been in the securities industry for over four years and is licensed to provide investment advice in several states. James Burke has Series 7TO, SIE, and Series 66 securities licenses. Before joining Payden & Rygel, James Burke was previously employed at Amundi Distributor US, INC. and Raymond James Financial Services, INC. James Burke has experience providing investment advice for individuals, businesses, and investment companies.

Firm Information

James Burke is currently registered with Payden & Rygel. Payden & Rygel is a Los Angeles, California based firm specializing in portfolio management for individuals, businesses, and pooled investment vehicles, including pension and profit sharing plans, insurance companies, and investment companies. They manage over $142 billion in assets and have served a diverse client base, including high net worth individuals, charitable organizations, state and municipal government entities, and corporations.
Payden & Rygel

333 S. GRAND AVENUE

LOS ANGELES, CA 90071

$142.28B

Assets Under Management

Not reported

Total Clients

15

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for pension and profit sharing plans

Portfolio management for pension and profit sharing plans

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Burke’s Registration & Firm History

CA

01/02/2025 - Present

Payden & Rygel (LOS ANGELES CA)

MA

06/18/2020 - 05/06/2024

AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)

NJ

01/22/2020 - 06/04/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (BASKING RIDGE NJ)

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Licenses & Designations

BOTH

Issued 07/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Patrick Burke.
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