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Jake Dexter Burnham

Ballast Financial Advisors, LLC

West Chester, PA

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Current Employers
Ballast Financial Advisors, Llc

535 N. Church St. Suite 205, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-05
  • PA RA
    APPROVED
    Since 2026-06-05

Branch Locations

535 N. Church St. Suite 205, West Chester, PA 19380 • 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
Ballast Financial Advisors, Llc West Chester PA 06/2026 Present
Ballast Financial Advisors, Llc West Chester PA 01/2026 06/2026
Montgomery County Community College Blue Bell PA 08/2023 06/2025
West Chester University West Chester PA 08/2025 Present
Robert W. Burnham Inc. Wayne PA 04/2022 08/2025
Upper Merion Area High School King Of Prussia PA 09/2019 05/2023
Upper Merion Area Middle School King Of Prussia PA 09/2015 06/2019
  • 06/2026 → Present
    Ballast Financial Advisors, Llc
    West Chester, PA
  • 01/2026 → 06/2026
    Ballast Financial Advisors, Llc
    West Chester, PA
  • 08/2023 → 06/2025
    Montgomery County Community College
    Blue Bell, PA
  • 08/2025 → Present
    West Chester University
    West Chester, PA
  • 04/2022 → 08/2025
    Robert W. Burnham Inc.
    Wayne, PA
  • 09/2019 → 05/2023
    Upper Merion Area High School
    King Of Prussia, PA
  • 09/2015 → 06/2019
    Upper Merion Area Middle School
    King Of Prussia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-30
  • S65 Uniform Investment Adviser Law Examination
    2026-05-30

View on SEC IAPD

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Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
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LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
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