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Inactive

Jackson Charles Burk

Form Wealth Advisors, LLC

Lake Geneva, WI

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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

Other Firms

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EDWARD JONES
STACKSTONE WEALTH, LLC
BEACON POINTE ADVISORS, LLC
KRAMER INVESTMENT SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

VALERIE ANN LAMP
SCOTT GREGORY FARROW
Dean Robert Schwefel
LOREN TERRY COOK
THOMAS EUGENE ROWE
MARK STEPHAN MCCURRY
STEVEN PERRY SCHWEFEL
Grant Seitz

Other Offices

GENEVA PARTNERS, LLC · LAKE GENEVA, WI
EDWARD JONES · LAKE GENEVA, WI
STACKSTONE WEALTH, LLC · LAKE GENEVA, WI
BEACON POINTE ADVISORS, LLC · Lake Geneva, WI
KRAMER INVESTMENT SERVICES, LLC · LAKE GENEVA, WI
U.S. BANCORP ADVISORS, LLC · Lake Geneva, WI
HARBOUR INVESTMENTS, INC. · Lake Geneva, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKE GENEVA, WI

More in Lake Geneva, WI

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