John Harrison Burt

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2010 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2010 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA

Previous Registrations

• 2006-10-16 → 2010-06-08
  Park Avenue Securities Llc
  Atlanta, GA
  Atlanta, GA
• 2003-05-14 → 2007-12-07
  Peachtree Planning Advisors, Inc.
  Atlanta, GA

Other Businesses

1)GROW IT BROAD RIVER PLANTATION LLC, SAXON MATTOX RD, CARLTON, GA, 1/2016 AS PRESIDENT/OWNER OF TREE FARM.TIMBER SALES OR OTHER HABITAT AND CONSERVATION RELATED PROJECTS.NIR - 10/WK - 1/TRADING. 2)BURT CAPITAL MANAGEMENT LLC, 2009 GRANBURY CT, CUMMING, GA, 9/01/1991 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 30/WK - 15/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-04
• S63 Uniform Securities Agent State Law Examination
  1991-07-19

Other Names

• John Harrison Jr Burt
• John Harrison Burt