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Jackson Charles Burk

Form Wealth Advisors, LLC

Lake Geneva, WI

CRD 8218728

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Employer firm

Form Wealth Advisors, LLC CRD 326519

$1.06B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Form Wealth Advisors, Llc

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-06
  • WI RA
    APPROVED
    Since 2026-03-06

Branch Locations

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Beloit WI 01/2016 08/2024
First National Bank And Trust Janesville WI 08/2024 08/2025
Form Wealth Advisors, Llc Lake Geneva WI 09/2025 01/2026
Form Wealth Advisors, Llc Lake Geneva WI 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-06
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06

View on SEC IAPD

Nearby Firms

GENEVA PARTNERS, LLC
EDWARD JONES
STACKSTONE WEALTH, LLC

Nearby Investors

VALERIE ANN LAMP
SCOTT GREGORY FARROW
Dean Robert Schwefel

Nearby Offices

GENEVA PARTNERS, LLC · LAKE GENEVA, WI
EDWARD JONES · LAKE GENEVA, WI
STACKSTONE WEALTH, LLC · LAKE GENEVA, WI

More in Lake Geneva, WI

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