John Burke Marshall

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2025 → Present
  Advisor Share Wealth Management Llc
  Vancouver, WA
• 04/2018 → Present
  Allied Elite Financial
  Tucson, AZ
• 04/2018 → Present
  Risk & Tax Mitigation Solutions, Inc.
  Sarasota, FL
• 12/2004 → 04/2018
  Independent Life And Annuity Agent
  Thousand Oaks, CA

Previous Registrations

• 2002-07-01 → 2003-03-13
  Planmember Securities Corporation
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-26
• S63 Uniform Securities Agent State Law Examination
  2001-09-19