Joshua Clayton Burns

Employer firm

Lasting Mark Retirement Group LLC CRD 325151

$86.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2015 → 09/2019
  Allstate Insurance Co
  Brandon, MS
• 09/2019 → 06/2021
  First Heartland Capital Inc
  Lake St Louis, MS
• 06/2021 → 05/2023
  Veritas Independent Partners, Llc
  Conway, AR
• 06/2019 → Present
  Capstone Insurance And Financial Group
  Flowood, MS
• 06/2025 → Present
  Lasting Mark Retirement Group Llc
  Flowood, MS

Other Businesses

CAPSTONE INSURANCE & FINANCIAL GROUP. Investment related. Marketing entity for medicare supplements, health, and fixed life insurance. Start 9/6/19.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-23
• S63 Uniform Securities Agent State Law Examination
  2011-02-21

Other Names

• Josh Burns
• Josh Clayton Burns