Jake Burton

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2019 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 04/2019 → 09/2023
  Bank Of America, N.A.
  Jacksonville, FL
• 02/2019 → 04/2019
  H1 Saint Augustine Motors Llc Dba Jack Wilson
  Saint Augustine, FL
• 06/2016 → 03/2019
  Jack Wilson Chevy Buick Gmc
  Saint Augustine, FL
• 10/2023 → Present
  J.P. Morgan Securities Llc
  Saint Augustine, FL
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Saint Augustine, FL

Previous Registrations

• 2020-08-24 → 2023-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palatka, FL
  Jacksonville, FL
  New York, NY
  Jacksonville, FL
  Palatka, FL
  Saint Augustine, FL
  Saint Augustine, FL
  Saint Augustine, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-08-20

Other Names

• Jake Burton
• Jake D Burton
• Jake Donald Burton