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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Bradley Burnett is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Amarillo, TX. Jon has been working in the financial services industry since 1998, providing financial advice and services to clients. Jon has Series 7, Series 6, and Series 63 securities licenses as well as the Uniform Investment Adviser Law Examination. Jon is registered with the state of Texas as a broker-dealer and investment advisor representative. Prior to joining Raymond James, Jon has worked with LPL Financial LLC, PRIMEVEST FINANCIAL SERVICES, INC., CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, and ESSEX NATIONAL SECURITIES, INC.. Jon currently manages the office in Amarillo, TX. Jon's experience and expertise make him a valuable resource for clients seeking financial guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
04/25/2022 - Present
Raymond James Financial Services Advisors, Inc. (Amarillo TX)
TX
02/21/2012 - 05/23/2022
LPL FINANCIAL LLC (AMARILLO TX)
TX
12/14/2007 - 02/21/2012
PRIMEVEST FINANCIAL SERVICES, INC. (AMARILLO TX)
TX
05/29/2007 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (AMARILLO TX)
TX
05/06/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (AMARILLO TX)
CA
02/18/1998 - 05/06/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 07/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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