Arthur Burton (CRD# 6981972) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakland, CA and has over 5 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Oakland, CA | Feb 2024 - Current | < 1 |
| Jp Morgan Securities LLC | Oakland, CA | Feb 2024 - Current | < 1 |
| Arthur Burton Upper Echelon Music Publishing | Fairfield, CA | Jan 2024 - Current | < 1 |
| How To Logistics LLC | Oakland, CA | Mar 2022 - Current | 2 |
| Trackd Out LLC | San Francisco,, CA | Dec 2017 - Current | 6 |
| Trackd Out, Inc. | Wilmington, DE | Sep 2016 - Current | 7 |
| Jp Morgan Chase Banker, N.a. | Concord, CA | Aug 2022 - Feb 2024 | 1 |
| Jp Morgan Securities, LLC | Concord, CA | Aug 2022 - Feb 2024 | 1 |
| Pfs Investments Inc. | Dublin, CA | Jun 2018 - Aug 2022 | 4 |
| Primerica Financial Services | Dublin, CA | Mar 2006 - Aug 2022 | 16 |
| Aflac Field Force | Fairfield, CA | May 2015 - Apr 2016 | < 1 |
| Sweet & Baker Ins Brokers | San Francisco, CA | Jan 2008 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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