James Michael Burkert

Current Employers

Employment History

• 05/2009 → 11/2018
  Signator Investors, Inc
  Mishawaka, IN
• 11/2018 → Present
  Osaic
  Elkhart, IN

Previous Registrations

• 2013-09-05 → 2018-11-02
  Signator Investors, Inc.
  Mishawaka, IN
  Elkhart, IN
• 2008-11-26 → 2009-05-27
  Edward Jones
  Elkhart, IN
  Edwardsburg, MI
  St Louis, MO

Other Businesses

1. BURKERT PROPERTIES POSITION: owner/member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 215 S. 2nd Street, Elkhart IN 46516, United States DESCRIPTION: I own the building where my office is located and have an upstairs tenant with separate entrance. I collect a rent check each month as well as maintain the property. 2. INSURANCE BROKERAGE ALL LINES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/04/2012 ADDRESS: 215 South 2nd Street, Elkhart IN 46516, United States DESCRIPTION: Life, Health, Fixed Annuities, Disability, Long Term Care 3. ST JOHN'S EPISCOPAL CHURCH POSITION: finance committee member NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 226 W. Lexington, Elkhart IN 46516, United States DESCRIPTION: Committee member who assists with annual budget creation and review investments for church trust fund. I have no financial responsibilities or control of funds. 4. VANTAGEPOINTE FINANCIAL GROUP POSITION: registered rep/iar NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2017 ADDRESS: 215 South 2nd Street, Elkhart IN 46516, United States DESCRIPTION: sales and marketing of securities, investment advisory and insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-14

Other Names

• Jim Burkert
• James Burkert