John Burkhard, financial advisor Saint Augustine FL

John Burkhard

CRD Number: 1049843
Current Firm: Geneos Wealth Management, Inc.

John Burkhard (CRD# 1049843) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint Augustine, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
First Coast Wealth Advisors St Augustine, FL Feb 2020 - Current 2
Geneos Wealth Management St Augustine, FL Feb 2020 - Current 2
Unemployed Cheshire, CT Jun 2019 - Feb 2020 < 1
Knights Of Columbus New Haven, CT Nov 2015 - Jun 2019 3
Unemployed Lincoln, NE Jul 2015 - Nov 2015 < 1
Ameritas Life Insurance Co Lincoln, NE Aug 2011 - Jul 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for John T. Burkhard
Phone Number: 303-785-8470
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,918
    MILLIONS
  • Total Number of Accounts
    19,690
    ACCOUNTS
  • Average Account Value
    $198,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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