Jon Burnett (CRD# 2938285) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amarillo, TX and has over 26 years of experience in the finance industry.
CRD# 4116388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1062124
Money Methods, Inc.
CRD# 5868493
Adams Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Amarillo, TX | Apr 2022 - Current | 2 |
| Burnett Financial Services | Amarillo, TX | Apr 2022 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Amarillo, TX | Apr 2022 - Current | 2 |
| Lpl Financial | Amarillo, TX | Jan 2012 - Apr 2022 | 10 |
| Happy State Bank | Amarillo, TX | Dec 2007 - Apr 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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